KINGSWOOD WEALTH ADVISORS, LLC
CIK
0001987855
City
SAN DIEGO
State / Country
CA
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $167,879 | 12,130 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $150,095 | 10,630 | Shares | Sole | 2025-10-23 |
| 2024-12-31 | $183,872 | 13,530 | Shares | Sole | 2025-01-22 |
| 2024-06-30 | $235,485 | 17,719 | Shares | Sole | 2024-07-09 |
| 2024-03-31 | $498,589 | 37,858 | Shares | Sole | 2024-04-15 |
| 2023-09-30 | $240,843 | 20,273 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $279,627 | 21,411 | Shares | Sole | 2023-08-09 |