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KINGSWOOD WEALTH ADVISORS, LLC: SCHG position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 833,309 SCHG 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 833,309 shares
    Change vs previous 13F -2,286 shares

    1.14% of the 13F portfolio, value $28,199,180.

    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 835,595 shares
    Change vs previous 13F -176,800 shares

    1.16% of the 13F portfolio, value $24,340,870.

    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 1,012,395 shares
    Change vs previous 13F -48,325 shares

    1.6% of the 13F portfolio, value $33,024,316.

    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 1,060,720 shares
    Change vs previous 13F +244,102 shares

    2.05% of the 13F portfolio, value $33,847,569.

    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 816,618 shares
    Change vs previous 13F +65,414 shares

    1.88% of the 13F portfolio, value $23,853,419.

    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 751,204 shares
    Change vs previous 13F +13,483 shares

    1.72% of the 13F portfolio, value $18,810,582.

    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 737,721 shares
    Change vs previous 13F +601,589 shares

    1.54% of the 13F portfolio, value $20,560,301.

    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 136,132 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $14,182,116.

    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).