KINGSWOOD WEALTH ADVISORS, LLC: CWT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on CWT, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 0 CWT shares at 2025-09-30 per its 13F-HR filed 2025-10-23.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -6,325 shares
13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 6,325 sharesChange vs previous 13F -600 shares
0.02% of the 13F portfolio, value $287,661.
13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 6,925 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $335,586.
13F-HR/A 0001987855-25-000007 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,925 sharesChange vs previous 13F +6,925 shares
0.02% of the 13F portfolio, value $313,910.
13F-HR 0001987855-25-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001987855-24-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.