Skip to content
Disclosery

Kovack Advisors, Inc.: KBWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on KBWD, newest first. How the timeline and the estimate are built.

Kovack Advisors, Inc. held 48,112 KBWD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,112 shares
    Change vs previous 13F -1,462 shares

    0.03% of the 13F portfolio, value $600,178.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 49,574 shares
    Change vs previous 13F -19,748 shares

    0.03% of the 13F portfolio, value $619,844.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 69,322 shares
    Change vs previous 13F +51,177 shares

    0.04% of the 13F portfolio, value $947,244.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 18,145 shares
    Change vs previous 13F +6,065 shares

    0.02% of the 13F portfolio, value $245,502.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 12,080 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $167,550.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 12,080 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $174,556.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 12,080 shares
    Change vs previous 13F -2,100 shares

    0.02% of the 13F portfolio, value $177,214.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 14,180 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $216,670.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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