KINGSWOOD WEALTH ADVISORS, LLC: WDAY position timeline

KINGSWOOD WEALTH ADVISORS, LLC held 0 WDAY shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -883 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 883 shares

   Change vs previous 13F -179 shares

   0.02% of the 13F portfolio, value $211,920.

   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).

3. period ended2025-03-31

   13F/A 1,062 shares

   Change vs previous 13F +65 shares

   0.02% of the 13F portfolio, value $248,046.

   13F-HR/A 0001987855-25-000007 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-07-25 (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).

4. period ended2024-12-31

   13F 997 shares

   Change vs previous 13F -2,381 shares

   0.02% of the 13F portfolio, value $257,255.

   13F-HR 0001987855-25-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 3,378 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $824,601.

   13F-HR 0001987855-24-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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