Position in AMPL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$240,041
New position
Shares Held
31,378
first reported quarter
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#108
of 201 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. AMPL ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
41,900 | $3,642,367 | |
| 2 | NOW |
ServiceNow, Inc.
|
14,878 | $1,477,087 | |
| 3 | UBER |
Uber Technologies, Inc
|
19,051 | $1,374,720 | |
| 4 | CRM |
Salesforce, Inc.
|
8,698 | $1,362,628 | |
| 5 | SHOP |
Shopify Inc.
|
10,098 | $1,152,989 | |
| 6 | PAYX |
Paychex Inc
|
7,222 | $710,139 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,158 | $707,234 | |
| 8 | SNOW |
Snowflake Inc.
|
2,487 | $632,941 |
All Filings in AMPL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,041 | 31,378 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||