KINGSWOOD WEALTH ADVISORS, LLC: THW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on THW, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 13,647 THW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 13,647 sharesChange vs previous 13F +38 shares
0.01% of the 13F portfolio, value $182,868.
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 13,609 sharesChange vs previous 13F -948 shares
0.01% of the 13F portfolio, value $158,812.
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 14,557 sharesChange vs previous 13F +14,557 shares
0.01% of the 13F portfolio, value $186,038.
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 ended2025-03-3113F/A 0 sharesChange vs previous 13F -16,000 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 16,000 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $176,160.
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).