KINGSWOOD WEALTH ADVISORS, LLC: OUNZ position timeline

KINGSWOOD WEALTH ADVISORS, LLC held 10,990 OUNZ 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 10,990 shares

   Change vs previous 13F +695 shares

   0.02% of the 13F portfolio, value $424,104.

   13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 10,295 shares

   Change vs previous 13F +452 shares

   0.02% of the 13F portfolio, value $463,790.

   13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,843 shares

   Change vs previous 13F +364 shares

   0.02% of the 13F portfolio, value $408,288.

   13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,479 shares

   Change vs previous 13F +156 shares

   0.02% of the 13F portfolio, value $352,524.

   13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,323 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $297,310.

   13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).