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- Portfolio
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KINGSWOOD WEALTH ADVISORS, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001987855.
Total Filings
13
Latest Filing
28 Jan 2026
Industry
n/a
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- Business address
- 11440 W. Bernardo Ct., Suite300, San Diego, CA, 92127
- Top securities (13F)
- AAPL, SPY, NVDA, QQQ, MSFT, VTV, AMZN, SCHG, VOO, SPYM, AVGO, SPDW, GOOGL, CGGR, VIG, VTI, JPM, GBTC, GOOG, and FPE
- State of incorporation
- NV
- Fiscal year end
- 31 December
Quick Takeaways
- KINGSWOOD WEALTH ADVISORS, LLC is an SEC filer tracked under CIK 0001987855.
- 13 filings are listed on this profile.
- Common form coverage includes 13F-HR, 13F-HR/A, N-PX.
What Changed
- Latest filing: 13F-HR filed on 28 Jan 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
KINGSWOOD WEALTH ADVISORS, LLC has filed 13 SEC EDGAR filings since 09 Aug 2023. Common forms include 13F-HR, 13F-HR/A, N-PX.
Latest Filings
Recent SEC filings for KINGSWOOD WEALTH ADVISORS, LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 28 Jan 2026 | 31 Dec 2025 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Oct 2025 | 30 Sep 2025 | 028-23333 | |
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 25 Jul 2025 | 31 Mar 2025 | 028-23333 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 23 Jul 2025 | 30 Jun 2025 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Jul 2025 | 30 Jun 2025 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 Apr 2025 | 31 Mar 2025 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 22 Jan 2025 | 31 Dec 2024 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 Oct 2024 | 30 Sep 2024 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 09 Jul 2024 | 30 Jun 2024 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Apr 2024 | 31 Mar 2024 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 16 Jan 2024 | 31 Dec 2023 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 24 Oct 2023 | 30 Sep 2023 | 028-23333 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 09 Aug 2023 | 30 Jun 2023 | 028-23333 |
About this filer
KINGSWOOD WEALTH ADVISORS, LLC files with the SEC under CIK 0001987855. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.