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KINGSWOOD WEALTH ADVISORS, LLC: IBIT position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 104,150 IBIT 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 104,150 shares
    Change vs previous 13F -47,102 shares

    0.14% of the 13F portfolio, value $3,467,154.

    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 151,252 shares
    Change vs previous 13F +12,489 shares

    0.28% of the 13F portfolio, value $5,811,102.

    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 138,763 shares
    Change vs previous 13F +34,183 shares

    0.33% of the 13F portfolio, value $6,889,583.

    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 104,580 shares
    Change vs previous 13F +1,842 shares

    0.41% of the 13F portfolio, value $6,797,700.

    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 102,738 shares
    Change vs previous 13F +2,136 shares

    0.5% of the 13F portfolio, value $6,288,593.

    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 100,602 shares
    Change vs previous 13F +1,155 shares

    0.43% of the 13F portfolio, value $4,714,323.

    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 99,447 shares
    Change vs previous 13F -1,741 shares

    0.4% of the 13F portfolio, value $5,275,663.

    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 101,188 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,655,923.

    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).