KINGSWOOD WEALTH ADVISORS, LLC: MU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on MU, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 24,024 MU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 24,024 sharesChange vs previous 13F +639 shares
1.12% of the 13F portfolio, value $27,731,110.
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 23,385 sharesChange vs previous 13F +744 shares
0.37% of the 13F portfolio, value $7,900,366.
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 22,641 sharesChange vs previous 13F +359 shares
0.31% of the 13F portfolio, value $6,461,862.
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 22,282 sharesChange vs previous 13F +8,959 shares
0.23% of the 13F portfolio, value $3,728,211.
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 13,323 sharesChange vs previous 13F +1,611 shares
0.13% of the 13F portfolio, value $1,642,112.
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 11,712 sharesChange vs previous 13F +699 shares
0.09% of the 13F portfolio, value $1,022,866.
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 11,013 sharesChange vs previous 13F -5,803 shares
0.07% of the 13F portfolio, value $926,928.
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 16,816 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,760,530.
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).