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KINGSWOOD WEALTH ADVISORS, LLC Historic Quarter Change: USA Other Stocks, Added

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KINGSWOOD WEALTH ADVISORS, LLC historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, KINGSWOOD WEALTH ADVISORS, LLC opened 59 positions, added to 10, reduced 17 and sold out of 91.

  • Q2 2025: Stock AMCOR PLC ORD; Country of operation —; Class Common Stock; Shares before 18,126.
  • Q2 2024: Stock SUPER MICRO COMPUTER; Country of operation United States; Class COMMON STOCK; Shares before 1,248.
  • Q2 2024: Stock BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A; Country of operation United States; Class COMMON STOCK; Shares before 3.
  • Q2 2024: Stock ARISTA NETWORKS INCORPORATED; Country of operation United States; Class COMMON STOCK; Shares before 1,914.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025AMCOR PLC ORD
CUSIP G0250X107		Common Stock18,12634,399+16,273$175,822$316,127+$140,3052025-07-23
Q2 2024SUPER MICRO COMPUTER
CUSIP 86800U104		United StatesCOMMON STOCK1,2485,237+3,989$1,260,517$4,290,935+$3,030,4182024-07-09
Q2 2024BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A
CUSIP 084670108		United StatesCOMMON STOCK35+2$1,903,320$3,061,205+$1,157,8852024-07-09
Q2 2024ARISTA NETWORKS INCORPORATED
CUSIP 040413106		United StatesCOMMON STOCK1,9144,079+2,165$555,021$1,429,607+$874,5862024-07-09
Q2 2024LAM RESEARCH CORPORATION
CUSIP 512807108		United StatesCOMMON STOCK756780+24$734,574$830,583+$96,0092024-07-09
Q2 2024BLACKROCK INCORPORATED
CUSIP 09247X101		United StatesCOMMON STOCK696795+99$580,672$626,313+$45,6412024-07-09
Q2 2024SENSEONICS HLDGS INCORPORATED
CUSIP 81727U105		United StatesCOMMON STOCK37,10040,147+3,047$19,703$16,018-$3,6852024-07-09
Q1 2024LAM RESEARCH CORPORATION
CUSIP 512807108		United StatesCOMMON STOCK715756+41$560,041$734,574+$174,5332024-04-15
Q1 2024BLACKROCK INC
CUSIP 09247X101		United StatesCOMMON STOCK679696+17$550,806$580,672+$29,8662024-04-15
Q1 2024VERU INCORPORATED
CUSIP 92536C103		United StatesCOMMON STOCK24,00024,800+800$17,280$17,362+$822024-04-15

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