KINGSWOOD WEALTH ADVISORS, LLC: IBKR position timeline

KINGSWOOD WEALTH ADVISORS, LLC held 16,332 IBKR 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 16,332 shares

   Change vs previous 13F -523 shares

   0.06% of the 13F portfolio, value $1,421,516.

   13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 16,855 shares

   Change vs previous 13F +464 shares

   0.05% of the 13F portfolio, value $1,130,450.

   13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 16,391 shares

   Change vs previous 13F +12,162 shares

   0.05% of the 13F portfolio, value $1,054,131.

   13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,229 shares

   Change vs previous 13F +68 shares

   0.02% of the 13F portfolio, value $290,994.

   13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,161 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $230,566.

   13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).