KINGSWOOD WEALTH ADVISORS, LLC: SOUN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on SOUN, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 0 SOUN shares at 2025-12-31 per its 13F-HR filed 2026-01-28.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -17,796 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 17,796 sharesChange vs previous 13F +3,721 shares
0.02% of the 13F portfolio, value $286,160.
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 14,075 sharesChange vs previous 13F +2,300 shares
0.01% of the 13F portfolio, value $151,025.
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 11,775 sharesChange vs previous 13F -4,200 shares
0.01% of the 13F portfolio, value $95,973.
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 15,975 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $316,944.
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).