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KINGSWOOD WEALTH ADVISORS, LLC: PAVE position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 46,664 PAVE 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 46,664 shares
    Change vs previous 13F +981 shares

    0.11% of the 13F portfolio, value $2,749,455.

    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 45,683 shares
    Change vs previous 13F +15,686 shares

    0.11% of the 13F portfolio, value $2,321,175.

    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 29,997 shares
    Change vs previous 13F +2,652 shares

    0.07% of the 13F portfolio, value $1,433,547.

    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 27,345 shares
    Change vs previous 13F +1,077 shares

    0.08% of the 13F portfolio, value $1,302,441.

    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 26,268 shares
    Change vs previous 13F +30 shares

    0.09% of the 13F portfolio, value $1,144,744.

    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 26,238 shares
    Change vs previous 13F -23,366 shares

    0.09% of the 13F portfolio, value $996,041.

    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 49,604 shares
    Change vs previous 13F +23,085 shares

    0.15% of the 13F portfolio, value $2,004,501.

    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 26,519 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,087,521.

    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).