KINGSWOOD WEALTH ADVISORS, LLC: KNG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on KNG, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 15,146 KNG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 15,146 sharesChange vs previous 13F +268 shares
0.03% of the 13F portfolio, value $764,889.
13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,878 sharesChange vs previous 13F +589 shares
0.03% of the 13F portfolio, value $724,705.
13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,289 sharesChange vs previous 13F +5,378 shares
0.03% of the 13F portfolio, value $702,322.
13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,911 sharesChange vs previous 13F +4,781 shares
0.03% of the 13F portfolio, value $439,396.
13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,130 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $202,780.
13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).