KINGSWOOD WEALTH ADVISORS, LLC: MAA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on MAA, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 20,502 MAA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 20,502 sharesChange vs previous 13F -294 shares
0.11% of the 13F portfolio, value $2,848,548.
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 20,796 sharesChange vs previous 13F -655 shares
0.12% of the 13F portfolio, value $2,539,608.
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 21,451 sharesChange vs previous 13F -596 shares
0.14% of the 13F portfolio, value $2,979,758.
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 22,047 sharesChange vs previous 13F -1,731 shares
0.19% of the 13F portfolio, value $3,080,627.
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 23,778 sharesChange vs previous 13F -464 shares
0.28% of the 13F portfolio, value $3,519,382.
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 24,242 sharesChange vs previous 13F -1,623 shares
0.37% of the 13F portfolio, value $4,062,474.
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 25,865 sharesChange vs previous 13F -1,717 shares
0.3% of the 13F portfolio, value $3,997,953.
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 27,582 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $4,382,780.
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).