KINGSWOOD WEALTH ADVISORS, LLC: SLYG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on SLYG, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 45,091 SLYG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 45,091 sharesChange vs previous 13F +7,973 shares
0.22% of the 13F portfolio, value $5,371,723.
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 37,118 sharesChange vs previous 13F +3,815 shares
0.17% of the 13F portfolio, value $3,586,347.
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 33,303 sharesChange vs previous 13F -409 shares
0.15% of the 13F portfolio, value $3,136,797.
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 33,712 sharesChange vs previous 13F +747 shares
0.19% of the 13F portfolio, value $3,179,354.
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 32,965 sharesChange vs previous 13F +2,030 shares
0.23% of the 13F portfolio, value $2,925,687.
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 30,935 sharesChange vs previous 13F +1,494 shares
0.23% of the 13F portfolio, value $2,567,622.
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 29,441 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $2,660,079.
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).