KINGSWOOD WEALTH ADVISORS, LLC: VTIP position timeline

KINGSWOOD WEALTH ADVISORS, LLC held 5,379 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,379 shares

   Change vs previous 13F +332 shares

   0.01% of the 13F portfolio, value $270,207.

   13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,047 shares

   Change vs previous 13F +571 shares

   0.01% of the 13F portfolio, value $252,111.

   13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,476 shares

   Change vs previous 13F +175 shares

   0.01% of the 13F portfolio, value $221,396.

   13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,301 shares

   Change vs previous 13F +127 shares

   0.01% of the 13F portfolio, value $217,735.

   13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,174 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $209,839.

   13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).