KINGSWOOD WEALTH ADVISORS, LLC: MTRN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on MTRN, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 10,624 MTRN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 10,624 sharesChange vs previous 13F -600 shares
0.13% of the 13F portfolio, value $3,159,471.
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 11,224 sharesChange vs previous 13F -94 shares
0.08% of the 13F portfolio, value $1,623,552.
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 11,318 sharesChange vs previous 13F -250 shares
0.07% of the 13F portfolio, value $1,407,054.
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 11,568 sharesChange vs previous 13F -350 shares
0.08% of the 13F portfolio, value $1,397,530.
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 11,918 sharesChange vs previous 13F -900 shares
0.07% of the 13F portfolio, value $945,932.
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 12,818 sharesChange vs previous 13F -550 shares
0.1% of the 13F portfolio, value $1,045,949.
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 13,368 sharesChange vs previous 13F -300 shares
0.1% of the 13F portfolio, value $1,321,827.
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 13,668 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,528,903.
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).