Skip to content
Disclosery

KINGSWOOD WEALTH ADVISORS, LLC: FNDX position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 48,999 FNDX 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 48,999 shares
    Change vs previous 13F +969 shares

    0.06% of the 13F portfolio, value $1,523,877.

    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 48,030 shares
    Change vs previous 13F -6,237 shares

    0.06% of the 13F portfolio, value $1,337,647.

    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 54,267 shares
    Change vs previous 13F -4,821 shares

    0.07% of the 13F portfolio, value $1,476,607.

    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 59,088 shares
    Change vs previous 13F -2,270 shares

    0.09% of the 13F portfolio, value $1,554,010.

    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 61,358 shares
    Change vs previous 13F +1,475 shares

    0.12% of the 13F portfolio, value $1,505,725.

    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 59,883 shares
    Change vs previous 13F +4,845 shares

    0.13% of the 13F portfolio, value $1,413,839.

    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 55,038 shares
    Change vs previous 13F +37,266 shares

    0.1% of the 13F portfolio, value $1,303,315.

    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 17,772 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,275,290.

    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).