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Disclosery

KINGSWOOD WEALTH ADVISORS, LLC: MFC position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 0 MFC shares at 2025-03-31 per its 13F-HR/A filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -11,385 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 11,385 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $349,650.

    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).