KINGSWOOD WEALTH ADVISORS, LLC: VCLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on VCLT, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 0 VCLT shares at 2026-03-31 per its 13F-HR filed 2026-04-28.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -32,780 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 32,780 sharesChange vs previous 13F +959 shares
0.12% of the 13F portfolio, value $2,486,363.
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 31,821 sharesChange vs previous 13F +4,894 shares
0.15% of the 13F portfolio, value $2,470,901.
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 26,927 sharesChange vs previous 13F +238 shares
0.16% of the 13F portfolio, value $2,043,759.
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 26,689 sharesChange vs previous 13F +2,549 shares
0.19% of the 13F portfolio, value $2,025,962.
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 24,140 sharesChange vs previous 13F +5,296 shares
0.14% of the 13F portfolio, value $1,805,189.
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 18,844 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,530,699.
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).