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KINGSWOOD WEALTH ADVISORS, LLC: FBTC position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 109,405 FBTC 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 109,405 shares
    Change vs previous 13F -2,579 shares

    0.23% of the 13F portfolio, value $5,585,125.

    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 111,984 shares
    Change vs previous 13F -1,681 shares

    0.31% of the 13F portfolio, value $6,610,416.

    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 113,665 shares
    Change vs previous 13F +23,792 shares

    0.42% of the 13F portfolio, value $8,664,683.

    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 89,873 shares
    Change vs previous 13F -1,058 shares

    0.54% of the 13F portfolio, value $8,970,224.

    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 90,931 shares
    Change vs previous 13F +6,716 shares

    0.67% of the 13F portfolio, value $8,546,605.

    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 84,215 shares
    Change vs previous 13F +2,606 shares

    0.55% of the 13F portfolio, value $6,060,954.

    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 81,609 shares
    Change vs previous 13F -24,359 shares

    0.5% of the 13F portfolio, value $6,657,662.

    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 105,968 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,884,404.

    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).