KINGSWOOD WEALTH ADVISORS, LLC: DYNF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on DYNF, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 17,115 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 17,115 sharesChange vs previous 13F -3,054 shares
0.05% of the 13F portfolio, value $1,163,991.
13F-HR 0001987855-26-000003 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 ended2026-03-3113F 20,169 sharesChange vs previous 13F -3,380 shares
0.06% of the 13F portfolio, value $1,173,432.
13F-HR 0001987855-26-000002 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 ended2025-12-3113F 23,549 sharesChange vs previous 13F -3,852 shares
0.07% of the 13F portfolio, value $1,432,015.
13F-HR 0001987855-26-000001 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 ended2025-09-3013F 27,401 sharesChange vs previous 13F +7,298 shares
0.1% of the 13F portfolio, value $1,622,139.
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).
- period ended2025-06-3013F 20,103 sharesChange vs previous 13F +961 shares
0.09% of the 13F portfolio, value $1,094,809.
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 19,142 sharesChange vs previous 13F +4,769 shares
0.09% of the 13F portfolio, value $933,373.
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 14,373 sharesChange vs previous 13F +1,380 shares
0.06% of the 13F portfolio, value $736,616.
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 12,993 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $642,764.
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).