KINGSWOOD WEALTH ADVISORS, LLC
Holdings in STEW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,473,466 | 79,475 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,423,290 | 78,375 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $1,385,670 | 78,375 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $1,351,968 | 78,375 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $903,928 | 56,425 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $783,285 | 49,575 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $721,316 | 49,575 | Shares | Sole | 2024-07-09 |
| 2024-03-31 | $741,328 | 49,225 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $590,168 | 42,550 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $552,299 | 42,550 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $565,064 | 42,550 | Shares | Sole | 2023-08-09 |