KINGSWOOD WEALTH ADVISORS, LLC historic quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, KINGSWOOD WEALTH ADVISORS, LLC opened 35 positions, added to 1, reduced 1 and sold out of 39.
- Q1 2026: Stock LKNCY; Country of operation China; Class American Depository Receipt; Shares before 14,937.
- Q1 2026: Stock UNCRY; Country of operation —; Class American Depository Receipt; Shares before 9,680.
- Q1 2026: Stock DSDVY; Country of operation —; Class American Depository Receipt; Shares before 2,390.
- Q1 2026: Stock ABBNY; Country of operation Switzerland; Class American Depository Receipt; Shares before 3,791.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1987855), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-07-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2026 | LKNCY
LUCKIN COFFEE INCORPORATED SPONSORED ADS | China | American Depository Receipt | 14,937 | 0 | -14,937 | $500,390 | $0 | -$500,390 | 2026-04-28 |
|---|
| Q1 2026 | UNCRY
UNICREDIT SPA UNSPONSORD ADR | | American Depository Receipt | 9,680 | 0 | -9,680 | $403,133 | $0 | -$403,133 | 2026-04-28 |
|---|
| Q1 2026 | DSDVY
DSV AS UNSPONSORED ADR | | American Depository Receipt | 2,390 | 0 | -2,390 | $303,465 | $0 | -$303,465 | 2026-04-28 |
|---|
| Q1 2026 | ABBNY
ABB LIMITED SPONSORED ADR | Switzerland | American Depository Receipt | 3,791 | 0 | -3,791 | $282,915 | $0 | -$282,915 | 2026-04-28 |
|---|
| Q1 2026 | SAFRY
SAFRAN SPON ADR | | American Depository Receipt | 3,218 | 0 | -3,218 | $280,999 | $0 | -$280,999 | 2026-04-28 |
|---|
| Q1 2026 | BAESY
BAE SYSTEMS PLC SPONSORED ADR | United Kingdom | American Depository Receipt | 2,707 | 0 | -2,707 | $249,629 | $0 | -$249,629 | 2026-04-28 |
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| Q1 2026 | HESAY
HERMES INTERNATIONAL SA ADR | | American Depository Receipt | 851 | 0 | -851 | $212,079 | $0 | -$212,079 | 2026-04-28 |
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| Q1 2026 | SCGLY
SOCIETE GENERALE FRANCE SPONSORED ADR | | American Depository Receipt | 10,618 | 0 | -10,618 | $171,396 | $0 | -$171,396 | 2026-04-28 |
|---|
| Q1 2026 | DKILY
DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS | | American Depository Receipt | 12,327 | 0 | -12,327 | $157,921 | $0 | -$157,921 | 2026-04-28 |
|---|
| Q1 2026 | RNLSY
RENAULT S A UNSPONSORED ADR | | American Depository Receipt | 11,856 | 0 | -11,856 | $98,642 | $0 | -$98,642 | 2026-04-28 |
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| Q1 2026 | XTRAF
XTRACT ONE TECHNOLOGIES INCORPORATED | Canada | Common Stock | 100,000 | 0 | -100,000 | $52,457 | $0 | -$52,457 | 2026-04-28 |
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| Q1 2026 | VXRT
VAXART INCORPORATED COM NEW | United States | Common Stock | 10,005 | 0 | -10,005 | $3,466 | $0 | -$3,466 | 2026-04-28 |
|---|
| Q4 2025 | FNMA
FEDERAL NATIONAL MORTGAGE ASSOCIATION | United States | Common Stock | 10,003 | 0 | -10,003 | $120,536 | $0 | -$120,536 | 2026-01-28 |
|---|
| Q3 2025 | VXRT
VAXART INCORPORATED COM NEW | United States | Common Stock | 20,005 | 0 | -20,005 | $9,042 | $0 | -$9,042 | 2025-10-23 |
|---|
| Q2 2025 | LKNCY
LUCKIN COFFEE INC F UNSPONSORED ADR 1 ADR REPS 8 ORD SHS | China | American Depository Receipt | 12,600 | 0 | -12,600 | $435,834 | $0 | -$435,834 | 2025-07-23 |
|---|
| Q2 2025 | FNMA
FEDERAL NATIONAL MORTGAGE ASSOCIATION COM | United States | Common Stock | 13,620 | 0 | -13,620 | $88,492 | $0 | -$88,492 | 2025-07-23 |
|---|
| Q2 2025 | FMCC
FEDERAL HOME LOAN MORTGAGE CORPORATION COM | United States | Common Stock | 14,017 | 0 | -14,017 | $78,237 | $0 | -$78,237 | 2025-07-23 |
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| Q2 2025 | ABCP
AMBASE CORPORATION | United States | Common Stock | 26,000 | 0 | -26,000 | $7,951 | $0 | -$7,951 | 2025-07-23 |
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| Q1 2025 | LTCN
GRAYSCALE LITECOIN TR LT | United States | EXCHANGE TRADED FUND | 31,570 | 0 | -31,570 | $403,780 | $0 | -$403,780 | 2025-07-25 |
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| Q1 2025 | BCHG
GRAYSCALE BITCOIN CASH T | United States | COMMON STOCK | 14,050 | 0 | -14,050 | $73,762 | $0 | -$73,762 | 2025-07-25 |
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| Q1 2025 | FMCC
FEDERAL HOME LOAN MORTGAGE CORPORATION COM | United States | COMMON STOCK | 18,034 | 0 | -18,034 | $58,890 | $0 | -$58,890 | 2025-07-25 |
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| Q1 2025 | FNMA
FEDERAL NATIONAL MORTGAGE ASSOCIATION COM | United States | COMMON STOCK | 17,240 | 0 | -17,240 | $56,547 | $0 | -$56,547 | 2025-07-25 |
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| Q1 2025 | VXRT
VAXART INC COMMON STOCK | United States | COMMON STOCK | 30,005 | 0 | -30,005 | $19,866 | $0 | -$19,866 | 2025-07-25 |
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| Q1 2025 | ADAPY
ADAPTIMMUNE THERAPEUTICS PLC | United Kingdom | AMERICAN DEPOSITORY RECEIPT | 18,690 | 0 | -18,690 | $10,068 | $0 | -$10,068 | 2025-07-25 |
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| Q1 2025 | ABCP
AMBASE CORPORATION | United States | COMMON STOCK | 26,000 | 0 | -26,000 | $8,320 | $0 | -$8,320 | 2025-07-25 |
|---|
| Q1 2025 | SVBL
SILVER BULL RES INCORPORATED COM NEW | Canada | COMMON STOCK | 75,000 | 0 | -75,000 | $6,307 | $0 | -$6,307 | 2025-07-25 |
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| Q4 2024 | SAFRY
SAFRAN SPON ADR | | American Depository Receipts | 5,735 | 0 | -5,735 | $337,786 | $0 | -$337,786 | 2025-01-22 |
|---|
| Q4 2024 | BCHG
GRAYSCALE BITCOIN CASH T | United States | Exchange Traded Fund | 35,354 | 0 | -35,354 | $236,519 | $0 | -$236,519 | 2025-01-22 |
|---|
| Q3 2024 | LTCN
GRAYSCALE LITECOIN TRUST | United States | EXCHANGE TRADED FUND | 89,195 | 0 | -89,195 | $1,885,582 | $0 | -$1,885,582 | 2024-10-21 |
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| Q3 2024 | VXRT
VAXART INCORPORATED COM NEW | United States | COMMON STOCK | 25,000 | 0 | -25,000 | $16,682 | $0 | -$16,682 | 2024-10-21 |
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| Q2 2024 | LTCN
GRAYSCALE LITECOIN TRUST | United States | COMMON STOCK | 90,445 | 0 | -90,445 | $3,494,794 | $0 | -$3,494,794 | 2024-07-09 |
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| Q2 2024 | BCHG
GRAYSCALE BITCOIN CASH T | United States | COMMON STOCK | 33,984 | 0 | -33,984 | $566,513 | $0 | -$566,513 | 2024-07-09 |
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| Q2 2024 | SAFRY
SAFRAN SPON ADR | | AMERICAN DEPOSITORY | 7,637 | 0 | -7,637 | $433,113 | $0 | -$433,113 | 2024-07-09 |
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| Q1 2024 | LTCN
GRAYSCALE LITECOIN TRUST | United States | EXCHANGE TRADED FUND | 138,945 | 0 | -138,945 | $2,188,384 | $0 | -$2,188,384 | 2024-04-15 |
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| Q1 2024 | BCHG
GRAYSCALE BITCOIN CASH TRUST | United States | EXCHANGE TRADED FUND | 39,309 | 0 | -39,309 | $165,688 | $0 | -$165,688 | 2024-04-15 |
|---|
| Q1 2024 | FFMGF
FIRST MINING GOLD CORPORATION | Canada | COMMON STOCK | 1,010,000 | 0 | -1,010,000 | $102,948 | $0 | -$102,948 | 2024-04-15 |
|---|
| Q1 2024 | SLVRF
SILVER ONE RES INCORPORATED | | COMMON STOCK | 482,000 | 0 | -482,000 | $65,938 | $0 | -$65,938 | 2024-04-15 |
|---|
| Q1 2024 | SVBL
SILVER BULL RES INCORPORATED COM NEW | Canada | COMMON STOCK | 75,000 | 0 | -75,000 | $7,613 | $0 | -$7,613 | 2024-04-15 |
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| Q1 2024 | ABCP
AMBASE CORPORATION | United States | COMMON STOCK | 26,000 | 0 | -26,000 | $3,900 | $0 | -$3,900 | 2024-04-15 |
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