KINGSWOOD WEALTH ADVISORS, LLC: ELV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on ELV, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 6,550 ELV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 6,550 sharesChange vs previous 13F -522 shares
0.1% of the 13F portfolio, value $2,533,087.
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 7,072 sharesChange vs previous 13F +9 shares
0.1% of the 13F portfolio, value $2,070,337.
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 7,063 sharesChange vs previous 13F +382 shares
0.12% of the 13F portfolio, value $2,475,935.
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 6,681 sharesChange vs previous 13F -564 shares
0.13% of the 13F portfolio, value $2,158,765.
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 7,245 sharesChange vs previous 13F -175 shares
0.22% of the 13F portfolio, value $2,818,015.
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 7,420 sharesChange vs previous 13F -1,285 shares
0.29% of the 13F portfolio, value $3,227,143.
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 8,705 sharesChange vs previous 13F -2,028 shares
0.24% of the 13F portfolio, value $3,211,274.
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 10,733 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $5,582,831.
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).