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KINGSWOOD WEALTH ADVISORS, LLC → SJT
KINGSWOOD WEALTH ADVISORS, LLC SJT Position History
San Juan Basin Royalty Trust • Energy
Quarters held
4
Latest value
$566K
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q1 2026 | $797K |
| Q2 2026 | $499K |
| Q3 2026 | $566K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $566K | 155.2K | — | — |
| Q2 2026 | $499K | 155.4K | — | — |
| Q1 2026 | $797K | 165.9K | — | — |
| Q4 2025 | $1.1M | 191.9K | — | — |
Other funds holding SJT
$5.9M
$4.9M
$4.5M
$3.8M
$2.2M
$1.9M