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KINGSWOOD WEALTH ADVISORS, LLC: XLG position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 3,642 XLG 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 3,642 shares
    Change vs previous 13F -1,269 shares

    0.01% of the 13F portfolio, value $223,005.

    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 4,911 shares
    Change vs previous 13F -620 shares

    0.01% of the 13F portfolio, value $267,895.

    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 5,531 shares
    Change vs previous 13F +258 shares

    0.02% of the 13F portfolio, value $327,878.

    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 5,273 shares
    Change vs previous 13F +1,143 shares

    0.02% of the 13F portfolio, value $303,303.

    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 4,130 shares
    Change vs previous 13F -3,965 shares

    0.02% of the 13F portfolio, value $215,173.

    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 8,095 shares
    Change vs previous 13F +902 shares

    0.03% of the 13F portfolio, value $372,532.

    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 7,193 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $359,362.

    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).