KINGSWOOD WEALTH ADVISORS, LLC: ETHE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on ETHE, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 30,517 ETHE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 30,517 sharesChange vs previous 13F +1,305 shares
0.02% of the 13F portfolio, value $389,397.
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 29,212 sharesChange vs previous 13F -2,795 shares
0.02% of the 13F portfolio, value $498,649.
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 32,007 sharesChange vs previous 13F -217 shares
0.04% of the 13F portfolio, value $780,011.
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 32,224 sharesChange vs previous 13F -1,503 shares
0.07% of the 13F portfolio, value $1,104,316.
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 33,727 sharesChange vs previous 13F -16,696 shares
0.06% of the 13F portfolio, value $703,545.
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 50,423 sharesChange vs previous 13F -30,025 shares
0.07% of the 13F portfolio, value $767,438.
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 80,448 sharesChange vs previous 13F -79,936 shares
0.17% of the 13F portfolio, value $2,254,152.
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 160,384 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $3,510,806.
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).