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KINGSWOOD WEALTH ADVISORS, LLC: XSMO position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 22,889 XSMO 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 22,889 shares
    Change vs previous 13F -86 shares

    0.09% of the 13F portfolio, value $2,143,097.

    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 22,975 shares
    Change vs previous 13F -2,619 shares

    0.08% of the 13F portfolio, value $1,746,560.

    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 25,594 shares
    Change vs previous 13F -1,254 shares

    0.09% of the 13F portfolio, value $1,843,024.

    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 26,848 shares
    Change vs previous 13F +2,976 shares

    0.12% of the 13F portfolio, value $1,975,207.

    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 23,872 shares
    Change vs previous 13F -4,586 shares

    0.13% of the 13F portfolio, value $1,623,773.

    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 28,458 shares
    Change vs previous 13F +10,925 shares

    0.16% of the 13F portfolio, value $1,785,695.

    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 17,533 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,159,106.

    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).