KINGSWOOD WEALTH ADVISORS, LLC
CIK
0001987855
City
SAN DIEGO
State / Country
CA
Holdings in AIO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $817,647 | 37,593 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $785,444 | 32,686 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $732,934 | 29,530 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $489,632 | 23,734 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $553,740 | 22,455 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $394,383 | 17,951 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $387,436 | 17,846 | Shares | Sole | 2024-07-09 |
| 2024-03-31 | $269,660 | 13,436 | Shares | Sole | 2024-04-15 |
| 2023-09-30 | $233,022 | 14,114 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $225,878 | 12,276 | Shares | Sole | 2023-08-09 |