KINGSWOOD WEALTH ADVISORS, LLC
CIK
0001987855
City
SAN DIEGO
State / Country
CA
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,051,332 | 110,900 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,084,654 | 119,062 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $1,047,161 | 117,791 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $1,013,002 | 117,791 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $975,309 | 117,791 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $1,067,911 | 123,458 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $934,174 | 114,342 | Shares | Sole | 2024-07-09 |