Skip to content
Disclosery

KINGSWOOD WEALTH ADVISORS, LLC: XMHQ position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 18,970 XMHQ 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 18,970 shares
    Change vs previous 13F -927 shares

    0.09% of the 13F portfolio, value $2,141,334.

    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 19,897 shares
    Change vs previous 13F -2,943 shares

    0.1% of the 13F portfolio, value $2,056,753.

    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 22,840 shares
    Change vs previous 13F -1,172 shares

    0.11% of the 13F portfolio, value $2,339,273.

    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 24,012 shares
    Change vs previous 13F -3,793 shares

    0.15% of the 13F portfolio, value $2,520,300.

    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 27,805 shares
    Change vs previous 13F -3,711 shares

    0.22% of the 13F portfolio, value $2,731,563.

    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 31,516 shares
    Change vs previous 13F +4,223 shares

    0.26% of the 13F portfolio, value $2,885,142.

    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 27,293 shares
    Change vs previous 13F +18,244 shares

    0.2% of the 13F portfolio, value $2,687,541.

    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 9,049 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $928,247.

    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).