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KINGSWOOD WEALTH ADVISORS, LLC: GPIX position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 14,704 GPIX 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 14,704 shares
    Change vs previous 13F +6,551 shares

    0.03% of the 13F portfolio, value $817,101.

    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 8,153 shares
    Change vs previous 13F +2,914 shares

    0.02% of the 13F portfolio, value $407,976.

    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 5,239 shares
    Change vs previous 13F -691 shares

    0.01% of the 13F portfolio, value $276,619.

    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 5,930 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $309,724.

    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).