KINGSWOOD WEALTH ADVISORS, LLC: SBUX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on SBUX, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 10,392 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 10,392 sharesChange vs previous 13F +222 shares
0.04% of the 13F portfolio, value $1,061,932.
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 10,170 sharesChange vs previous 13F -2,362 shares
0.04% of the 13F portfolio, value $911,100.
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 12,532 sharesChange vs previous 13F -3,613 shares
0.05% of the 13F portfolio, value $1,055,306.
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 16,145 sharesChange vs previous 13F -301 shares
0.08% of the 13F portfolio, value $1,365,868.
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 16,446 sharesChange vs previous 13F +1,839 shares
0.12% of the 13F portfolio, value $1,506,923.
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 14,607 sharesChange vs previous 13F -248 shares
0.13% of the 13F portfolio, value $1,433,062.
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 14,855 sharesChange vs previous 13F -3,528 shares
0.1% of the 13F portfolio, value $1,355,565.
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 18,383 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,791,848.
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).