KINGSWOOD WEALTH ADVISORS, LLC
Position in MBSF — REGAN FLOATING RATE MBS ETF
CIK 1987855
SAN DIEGO, CA
All Filings in MBSF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MBSF | $382,854 | 15,008 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 MBSF | $458,558 | 17,881 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 MBSF | $512,201 | 20,110 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 MBSF | $742,376 | 29,090 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 MBSF | $835,873 | 32,836 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 MBSF | $885,240 | 34,852 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 MBSF | $883,235 | 34,461 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 MBSF | $873,576 | 34,481 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 MBSF | $752,011 | 29,752 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||