Skip to content
Disclosery

KINGSWOOD WEALTH ADVISORS, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on WMT, newest first. How the timeline and the estimate are built.

KINGSWOOD WEALTH ADVISORS, LLC held 110,373 WMT 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 110,373 shares
    Change vs previous 13F +3,013 shares

    0.5% of the 13F portfolio, value $12,500,801.

    13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 107,360 shares
    Change vs previous 13F +722 shares

    0.63% of the 13F portfolio, value $13,342,704.

    13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 106,638 shares
    Change vs previous 13F +40,955 shares

    0.57% of the 13F portfolio, value $11,880,522.

    13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 65,683 shares
    Change vs previous 13F +16,909 shares

    0.41% of the 13F portfolio, value $6,769,300.

    13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 48,774 shares
    Change vs previous 13F -728 shares

    0.38% of the 13F portfolio, value $4,769,122.

    13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 49,502 shares
    Change vs previous 13F -6,041 shares

    0.4% of the 13F portfolio, value $4,355,078.

    13F-HR/A 0001987855-25-000007 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 55,543 shares
    Change vs previous 13F -26,768 shares

    0.38% of the 13F portfolio, value $5,018,373.

    13F-HR 0001987855-25-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 82,311 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,638,880.

    13F-HR 0001987855-24-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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