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KINGSWOOD WEALTH ADVISORS, LLC: EIPI position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 84,836 EIPI 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 84,836 shares
    Change vs previous 13F -7,698 shares

    0.07% of the 13F portfolio, value $1,852,818.

    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 92,534 shares
    Change vs previous 13F +13,164 shares

    0.1% of the 13F portfolio, value $2,081,090.

    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 79,370 shares
    Change vs previous 13F -150 shares

    0.08% of the 13F portfolio, value $1,577,082.

    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 79,520 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,576,086.

    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 79,520 shares
    Change vs previous 13F -3,700 shares

    0.12% of the 13F portfolio, value $1,568,119.

    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 83,220 shares
    Change vs previous 13F -1,680 shares

    0.15% of the 13F portfolio, value $1,688,534.

    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 84,900 shares
    Change vs previous 13F +26,757 shares

    0.12% of the 13F portfolio, value $1,654,701.

    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 58,143 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,125,068.

    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).