KINGSWOOD WEALTH ADVISORS, LLC: VEGN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on VEGN, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 23,314 VEGN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 23,314 sharesChange vs previous 13F -925 shares
0.08% of the 13F portfolio, value $1,917,854.
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 24,239 sharesChange vs previous 13F +850 shares
0.06% of the 13F portfolio, value $1,369,450.
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 23,389 sharesChange vs previous 13F +285 shares
0.07% of the 13F portfolio, value $1,422,276.
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 23,104 sharesChange vs previous 13F +2,680 shares
0.08% of the 13F portfolio, value $1,373,810.
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 20,424 sharesChange vs previous 13F +3,400 shares
0.09% of the 13F portfolio, value $1,144,220.
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 17,024 sharesChange vs previous 13F -3,530 shares
0.08% of the 13F portfolio, value $846,420.
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 20,554 sharesChange vs previous 13F +225 shares
0.08% of the 13F portfolio, value $1,104,950.
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 20,329 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,049,859.
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).