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KINGSWOOD WEALTH ADVISORS, LLC: OBDC position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 119,107 OBDC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,107 shares
    Change vs previous 13F +1,026 shares

    0.05% of the 13F portfolio, value $1,294,695.

    13F-HR 0001987855-26-000003 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).

  2. period ended2026-03-31
    13F 118,081 shares
    Change vs previous 13F -5,218 shares

    0.06% of the 13F portfolio, value $1,305,976.

    13F-HR 0001987855-26-000002 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).

  3. period ended2025-12-31
    13F 123,299 shares
    Change vs previous 13F -1,305 shares

    0.07% of the 13F portfolio, value $1,532,608.

    13F-HR 0001987855-26-000001 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).

  4. period ended2025-09-30
    13F 124,604 shares
    Change vs previous 13F +3,045 shares

    0.1% of the 13F portfolio, value $1,591,197.

    13F-HR 0001987855-25-000008 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).

  5. period ended2025-06-30
    13F 121,559 shares
    Change vs previous 13F -10,158 shares

    0.14% of the 13F portfolio, value $1,743,156.

    13F-HR 0001987855-25-000005 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).

  6. period ended2025-03-31
    13F/A 131,717 shares
    Change vs previous 13F -127,214 shares

    0.18% of the 13F portfolio, value $1,949,310.

    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).

  7. period ended2024-12-31
    13F 258,931 shares
    Change vs previous 13F +121,947 shares

    0.29% of the 13F portfolio, value $3,915,043.

    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).

  8. period ended2024-09-30
    13F 136,984 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,054,755.

    13F-HR 0001987855-24-000005 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).