Skip to content
Disclosery

KINGSWOOD WEALTH ADVISORS, LLC: XLF position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 165,841 XLF 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 165,841 shares
    Change vs previous 13F -42,220 shares

    0.36% of the 13F portfolio, value $8,890,735.

    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 208,061 shares
    Change vs previous 13F +23,742 shares

    0.49% of the 13F portfolio, value $10,271,982.

    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 184,319 shares
    Change vs previous 13F +3,253 shares

    0.49% of the 13F portfolio, value $10,095,130.

    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 181,066 shares
    Change vs previous 13F +100,728 shares

    0.59% of the 13F portfolio, value $9,754,044.

    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 80,338 shares
    Change vs previous 13F +1,813 shares

    0.33% of the 13F portfolio, value $4,207,284.

    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 78,525 shares
    Change vs previous 13F -4,952 shares

    0.36% of the 13F portfolio, value $3,910,913.

    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 83,477 shares
    Change vs previous 13F -9,031 shares

    0.3% of the 13F portfolio, value $4,034,458.

    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 92,508 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,191,454.

    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).