KINGSWOOD WEALTH ADVISORS, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on TSM, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 16,364 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 16,364 sharesChange vs previous 13F -682 shares
0.32% of the 13F portfolio, value $7,814,908.
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 17,046 sharesChange vs previous 13F +748 shares
0.27% of the 13F portfolio, value $5,760,809.
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 16,298 sharesChange vs previous 13F +3,837 shares
0.24% of the 13F portfolio, value $4,952,824.
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 12,461 sharesChange vs previous 13F -3,689 shares
0.21% of the 13F portfolio, value $3,480,165.
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 16,150 sharesChange vs previous 13F +2,707 shares
0.29% of the 13F portfolio, value $3,657,895.
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 13,443 sharesChange vs previous 13F +2,898 shares
0.2% of the 13F portfolio, value $2,231,968.
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 10,545 sharesChange vs previous 13F +638 shares
0.16% of the 13F portfolio, value $2,082,536.
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).
- period ended2024-09-3013F 9,907 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $1,721,647.
13F-HR 0001987855-24-000005 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).