KINGSWOOD WEALTH ADVISORS, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1987855
SAN DIEGO, CA
Position in AIT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$382,447
+$82,901 QoQ
Shares Held
1,131
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#418
of 614 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,207,037 across 3 Industrial Distribution names. AIT ranks #2 (31.7% of the industry book) .
All Filings in AIT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,447 | 1,131 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $299,546 | 1,129 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $331,746 | 1,292 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $317,175 | 1,215 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $223,849 | 963 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $216,326 | 960 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $512,226 | 2,139 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $442,243 | 1,982 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $365,269 | 1,849 | Shares | Sole | 2024-04-15 | |
| 2023-09-30 | $306,127 | 1,980 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||