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KINGSWOOD WEALTH ADVISORS, LLC: QQQM position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 14,108 QQQM 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 14,108 shares
    Change vs previous 13F +1,564 shares

    0.17% of the 13F portfolio, value $4,274,187.

    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 12,544 shares
    Change vs previous 13F -2,992 shares

    0.14% of the 13F portfolio, value $2,980,736.

    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 15,536 shares
    Change vs previous 13F +1,703 shares

    0.19% of the 13F portfolio, value $3,929,470.

    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 13,833 shares
    Change vs previous 13F +2,686 shares

    0.21% of the 13F portfolio, value $3,418,413.

    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 11,147 shares
    Change vs previous 13F +2,413 shares

    0.2% of the 13F portfolio, value $2,531,425.

    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 8,734 shares
    Change vs previous 13F -2,181 shares

    0.15% of the 13F portfolio, value $1,687,336.

    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 10,915 shares
    Change vs previous 13F +4,129 shares

    0.17% of the 13F portfolio, value $2,297,255.

    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 6,786 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,362,361.

    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).