KINGSWOOD WEALTH ADVISORS, LLC
Position in EXPD — Expeditors International Of Washington Inc
CIK 1987855
SAN DIEGO, CA
Position in EXPD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$449,661
+$60,649 QoQ
Shares Held
2,759
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#565
of 949 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXPD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $4,487,343 across 4 Integrated Freight & Logistics names. EXPD ranks #3 (10.0% of the industry book) .
All Filings in EXPD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,661 | 2,759 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $389,012 | 2,716 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $417,824 | 2,804 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $324,986 | 2,651 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $299,220 | 2,619 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $319,023 | 2,653 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $321,343 | 2,901 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $431,123 | 3,281 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||