Position in JBL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$983,744
+$239,715 QoQ
Shares Held
2,552
-8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#576
of 1,110 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBL Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $9,426,431 across 6 Electronic Components names. JBL ranks #3 (10.4% of the industry book) .
All Filings in JBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,744 | 2,552 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $744,029 | 2,801 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $632,983 | 2,776 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $572,894 | 2,638 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $690,940 | 3,168 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $452,568 | 3,326 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $447,385 | 3,109 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $290,469 | 2,670 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $362,602 | 2,707 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $543,615 | 4,267 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $221,296 | 1,744 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||