KINGSWOOD WEALTH ADVISORS, LLC: LOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on LOW, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 9,954 LOW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 9,954 sharesChange vs previous 13F -558 shares
0.09% of the 13F portfolio, value $2,194,847.
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 10,512 sharesChange vs previous 13F +422 shares
0.12% of the 13F portfolio, value $2,483,745.
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 10,090 sharesChange vs previous 13F +291 shares
0.12% of the 13F portfolio, value $2,433,343.
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 9,799 sharesChange vs previous 13F +4,733 shares
0.15% of the 13F portfolio, value $2,462,662.
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 5,066 sharesChange vs previous 13F -27 shares
0.09% of the 13F portfolio, value $1,123,907.
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).
- period ended2025-03-3113F/A 5,093 sharesChange vs previous 13F -963 shares
0.11% of the 13F portfolio, value $1,188,510.
13F-HR/A 0001987855-25-000007 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 ended2024-12-3113F 6,056 sharesChange vs previous 13F -5,077 shares
0.11% of the 13F portfolio, value $1,494,660.
13F-HR 0001987855-25-000001 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 ended2024-09-3013F 11,133 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $3,012,181.
13F-HR 0001987855-24-000005 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).