KINGSWOOD WEALTH ADVISORS, LLC: SPHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on SPHY, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 43,275 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 43,275 sharesChange vs previous 13F +3,670 shares
0.04% of the 13F portfolio, value $1,014,370.
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 39,605 sharesChange vs previous 13F +2,807 shares
0.04% of the 13F portfolio, value $923,586.
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 36,798 sharesChange vs previous 13F +1,124 shares
0.04% of the 13F portfolio, value $871,013.
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 35,674 sharesChange vs previous 13F +25,154 shares
0.05% of the 13F portfolio, value $854,026.
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 10,520 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $250,379.
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).