KINGSWOOD WEALTH ADVISORS, LLC: WEC position timeline

KINGSWOOD WEALTH ADVISORS, LLC held 1,986 WEC 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 1,986 shares

   Change vs previous 13F -82 shares

   0.01% of the 13F portfolio, value $231,933.

   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 2,068 shares

   Change vs previous 13F +2,068 shares

   0.01% of the 13F portfolio, value $239,469.

   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 ended2025-03-31

   13F/A 0 shares

   Change vs previous 13F -2,349 shares

   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).

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

4. period ended2024-12-31

   13F 2,349 shares

   Change vs previous 13F -5,768 shares

   0.02% of the 13F portfolio, value $220,963.

   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 8,117 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $779,906.

   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).