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KINGSWOOD WEALTH ADVISORS, LLC: TDIV position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 16,284 TDIV 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 16,284 shares
    Change vs previous 13F -65 shares

    0.08% of the 13F portfolio, value $1,870,706.

    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 16,349 shares
    Change vs previous 13F +650 shares

    0.07% of the 13F portfolio, value $1,531,247.

    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 15,699 shares
    Change vs previous 13F +584 shares

    0.07% of the 13F portfolio, value $1,520,291.

    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 15,115 shares
    Change vs previous 13F +109 shares

    0.09% of the 13F portfolio, value $1,490,188.

    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 15,006 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,353,091.

    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 15,006 shares
    Change vs previous 13F -12,765 shares

    0.1% of the 13F portfolio, value $1,107,708.

    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 27,771 shares
    Change vs previous 13F +14,306 shares

    0.16% of the 13F portfolio, value $2,178,912.

    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 13,465 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,081,779.

    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).