Skip to content
Disclosery

KINGSWOOD WEALTH ADVISORS, LLC: DGRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on DGRO, newest first. How the timeline and the estimate are built.

KINGSWOOD WEALTH ADVISORS, LLC held 103,646 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,646 shares
    Change vs previous 13F +6,936 shares

    0.32% of the 13F portfolio, value $7,855,313.

    13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 96,710 shares
    Change vs previous 13F +8,636 shares

    0.32% of the 13F portfolio, value $6,787,083.

    13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 88,074 shares
    Change vs previous 13F +16,499 shares

    0.3% of the 13F portfolio, value $6,114,080.

    13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 71,575 shares
    Change vs previous 13F +25,901 shares

    0.29% of the 13F portfolio, value $4,872,856.

    13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,674 shares
    Change vs previous 13F +13,699 shares

    0.23% of the 13F portfolio, value $2,920,363.

    13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 31,975 shares
    Change vs previous 13F -1,093 shares

    0.18% of the 13F portfolio, value $1,975,271.

    13F-HR/A 0001987855-25-000007 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,068 shares
    Change vs previous 13F -15,218 shares

    0.15% of the 13F portfolio, value $2,028,391.

    13F-HR 0001987855-25-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,286 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,027,050.

    13F-HR 0001987855-24-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).