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KINGSWOOD WEALTH ADVISORS, LLC: SPYM position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 345,568 SPYM 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 345,568 shares
    Change vs previous 13F -9,908 shares

    1.22% of the 13F portfolio, value $30,356,807.

    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 355,476 shares
    Change vs previous 13F -7,404 shares

    1.29% of the 13F portfolio, value $27,167,314.

    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 362,880 shares
    Change vs previous 13F +330,460 shares

    1.41% of the 13F portfolio, value $29,121,814.

    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 32,420 shares
    Change vs previous 13F +3,214 shares

    0.15% of the 13F portfolio, value $2,539,820.

    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 29,206 shares
    Change vs previous 13F +4,850 shares

    0.17% of the 13F portfolio, value $2,122,966.

    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 24,356 shares
    Change vs previous 13F +458 shares

    0.15% of the 13F portfolio, value $1,601,693.

    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 23,898 shares
    Change vs previous 13F +317 shares

    0.12% of the 13F portfolio, value $1,647,540.

    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 23,581 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,591,948.

    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).