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KINGSWOOD WEALTH ADVISORS, LLC: FNDF position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 70,425 FNDF 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 70,425 shares
    Change vs previous 13F +5,599 shares

    0.15% of the 13F portfolio, value $3,715,621.

    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 64,826 shares
    Change vs previous 13F +19,305 shares

    0.15% of the 13F portfolio, value $3,171,936.

    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 45,521 shares
    Change vs previous 13F +2,754 shares

    0.1% of the 13F portfolio, value $2,058,004.

    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 42,767 shares
    Change vs previous 13F +18,536 shares

    0.11% of the 13F portfolio, value $1,837,270.

    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 24,231 shares
    Change vs previous 13F +3,119 shares

    0.08% of the 13F portfolio, value $969,725.

    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 21,112 shares
    Change vs previous 13F +2,213 shares

    0.07% of the 13F portfolio, value $762,988.

    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 18,899 shares
    Change vs previous 13F -752 shares

    0.05% of the 13F portfolio, value $627,635.

    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 19,651 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $734,358.

    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).