KINGSWOOD WEALTH ADVISORS, LLC: TXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on TXN, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 22,198 TXN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 22,198 sharesChange vs previous 13F -818 shares
0.27% of the 13F portfolio, value $6,616,642.
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 23,016 sharesChange vs previous 13F -618 shares
0.21% of the 13F portfolio, value $4,468,331.
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 23,634 sharesChange vs previous 13F +723 shares
0.2% of the 13F portfolio, value $4,100,263.
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 22,911 sharesChange vs previous 13F -1,859 shares
0.25% of the 13F portfolio, value $4,209,438.
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 24,770 sharesChange vs previous 13F -333 shares
0.41% of the 13F portfolio, value $5,142,747.
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 25,103 sharesChange vs previous 13F -1,838 shares
0.41% of the 13F portfolio, value $4,511,009.
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 26,941 sharesChange vs previous 13F -4,822 shares
0.38% of the 13F portfolio, value $5,051,706.
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 31,763 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $6,561,920.
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).