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Disclosery

KINGSWOOD WEALTH ADVISORS, LLC: SMCI position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 0 SMCI shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -12,826 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 12,826 shares
    Change vs previous 13F +1,167 shares

    0.02% of the 13F portfolio, value $375,417.

    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).

  3. period ended2025-09-30
    13F 11,659 shares
    Change vs previous 13F -2,672 shares

    0.03% of the 13F portfolio, value $558,932.

    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).

  4. period ended2025-06-30
    13F 14,331 shares
    Change vs previous 13F -12,060 shares

    0.06% of the 13F portfolio, value $702,362.

    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).

  5. period ended2025-03-31
    13F/A 26,391 shares
    Change vs previous 13F -63,378 shares

    0.08% of the 13F portfolio, value $903,860.

    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).

  6. period ended2024-12-31
    13F 89,769 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,736,159.

    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).