Back to STT-PG
KINGSWOOD WEALTH ADVISORS, LLC → STT-PG
KINGSWOOD WEALTH ADVISORS, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
148
Latest value
$2.7M
Q3 2026
Peak value
$31.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $686K |
| Q4 2025 | $273K |
| Q4 2025 | $4.4M |
| Q4 2025 | $23.3M |
| Q4 2025 | $3.1M |
| Q4 2025 | $2.3M |
| Q4 2025 | $4.1M |
| Q4 2025 | $537K |
| Q4 2025 | $960K |
| Q4 2025 | $359K |
| Q4 2025 | $5.9M |
| Q4 2025 | $1.5M |
| Q4 2025 | $3.1M |
| Q4 2025 | $2.3M |
| Q4 2025 | $374K |
| Q4 2025 | $29.1M |
| Q4 2025 | $494K |
| Q4 2025 | $1.1M |
| Q4 2025 | $293K |
| Q4 2025 | $393K |
| Q4 2025 | $699K |
| Q4 2025 | $435K |
| Q4 2025 | $871K |
| Q4 2025 | $5.8M |
| Q4 2025 | $585K |
| Q4 2025 | $1M |
| Q4 2025 | $445K |
| Q4 2025 | $865K |
| Q4 2025 | $5.8M |
| Q4 2025 | $5.2M |
| Q4 2025 | $10.1M |
| Q4 2025 | $1.2M |
| Q4 2025 | $4.4M |
| Q4 2025 | $524K |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.9M |
| Q1 2026 | $786K |
| Q1 2026 | $291K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.9M |
| Q1 2026 | $23.6M |
| Q1 2026 | $3.6M |
| Q1 2026 | $2.4M |
| Q1 2026 | $3.6M |
| Q1 2026 | $491K |
| Q1 2026 | $949K |
| Q1 2026 | $313K |
| Q1 2026 | $6.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.5M |
| Q1 2026 | $2.3M |
| Q1 2026 | $626K |
| Q1 2026 | $27.2M |
| Q1 2026 | $494K |
| Q1 2026 | $1.3M |
| Q1 2026 | $271K |
| Q1 2026 | $362K |
| Q1 2026 | $700K |
| Q1 2026 | $924K |
| Q1 2026 | $6.7M |
| Q1 2026 | $573K |
| Q1 2026 | $1.2M |
| Q1 2026 | $664K |
| Q1 2026 | $771K |
| Q1 2026 | $3.4M |
| Q1 2026 | $9.7M |
| Q1 2026 | $10.3M |
| Q1 2026 | $2.2M |
| Q1 2026 | $4.1M |
| Q1 2026 | $503K |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.9M |
| Q2 2026 | $860K |
| Q2 2026 | $299K |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.3M |
| Q2 2026 | $27.1M |
| Q2 2026 | $5.4M |
| Q2 2026 | $3.1M |
| Q2 2026 | $4.4M |
| Q2 2026 | $487K |
| Q2 2026 | $832K |
| Q2 2026 | $295K |
| Q2 2026 | $316K |
| Q2 2026 | $6.6M |
| Q2 2026 | $1.5M |
| Q2 2026 | $4.4M |
| Q2 2026 | $2.7M |
| Q2 2026 | $2.4M |
| Q2 2026 | $30.4M |
| Q2 2026 | $1M |
| Q2 2026 | $2.3M |
| Q2 2026 | $364K |
| Q2 2026 | $708K |
| Q2 2026 | $584K |
| Q2 2026 | $1M |
| Q2 2026 | $312K |
| Q2 2026 | $5.6M |
| Q2 2026 | $571K |
| Q2 2026 | $1.4M |
| Q2 2026 | $574K |
| Q2 2026 | $903K |
| Q2 2026 | $6.3M |
| Q2 2026 | $4.7M |
| Q2 2026 | $8.9M |
| Q2 2026 | $2.2M |
| Q2 2026 | $5.9M |
| Q2 2026 | $452K |
| Q2 2026 | $1.4M |
| Q2 2026 | $2.6M |
| Q3 2026 | $741K |
| Q3 2026 | $304K |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.3M |
| Q3 2026 | $27.5M |
| Q3 2026 | $4.8M |
| Q3 2026 | $2.9M |
| Q3 2026 | $4.5M |
| Q3 2026 | $480K |
| Q3 2026 | $1.1M |
| Q3 2026 | $348K |
| Q3 2026 | $298K |
| Q3 2026 | $6.5M |
| Q3 2026 | $1.3M |
| Q3 2026 | $4.1M |
| Q3 2026 | $2.5M |
| Q3 2026 | $2.4M |
| Q3 2026 | $31.1M |
| Q3 2026 | $822K |
| Q3 2026 | $3M |
| Q3 2026 | $303K |
| Q3 2026 | $707K |
| Q3 2026 | $371K |
| Q3 2026 | $288K |
| Q3 2026 | $6.2M |
| Q3 2026 | $576K |
| Q3 2026 | $1.2M |
| Q3 2026 | $266K |
| Q3 2026 | $565K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.9M |
| Q3 2026 | $5.8M |
| Q3 2026 | $5.2M |
| Q3 2026 | $2M |
| Q3 2026 | $8.2M |
| Q3 2026 | $466K |
| Q3 2026 | $1.3M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 15.5K | — | — |
| Q3 2026 | $1.3M | 32.1K | — | — |
| Q3 2026 | $466K | 4.2K | — | — |
| Q3 2026 | $8.2M | 41.8K | — | — |
| Q3 2026 | $2M | 12.2K | — | — |
| Q3 2026 | $5.2M | 97.3K | — | — |
| Q3 2026 | $5.8M | 94.8K | — | — |
| Q3 2026 | $1.9M | 17.2K | — | — |
| Q3 2026 | $1.1M | 6.3K | — | — |
| Q3 2026 | $565K | 11.6K | — | — |
| Q3 2026 | $266K | 4.3K | — | — |
| Q3 2026 | $1.2M | 25.6K | — | — |
| Q3 2026 | $576K | 13.5K | — | — |
| Q3 2026 | $6.2M | 67.4K | — | — |
| Q3 2026 | $288K | 2.8K | — | — |
| Q3 2026 | $371K | 16.4K | — | — |
| Q3 2026 | $707K | 17.6K | — | — |
| Q3 2026 | $303K | 7.5K | — | — |
| Q3 2026 | $3M | 19.2K | — | — |
| Q3 2026 | $822K | 1.6K | — | — |
| Q3 2026 | $31.1M | 346.8K | — | — |
| Q3 2026 | $2.4M | 38.0K | — | — |
| Q3 2026 | $2.5M | 28.3K | — | — |
| Q3 2026 | $4.1M | 38.9K | — | — |
| Q3 2026 | $1.3M | 14.4K | — | — |
| Q3 2026 | $6.5M | 44.2K | — | — |
| Q3 2026 | $298K | 12.2K | — | — |
| Q3 2026 | $348K | 1.7K | — | — |
| Q3 2026 | $1.1M | 18.7K | — | — |
| Q3 2026 | $480K | 16.2K | — | — |
| Q3 2026 | $4.5M | 36.2K | — | — |
| Q3 2026 | $2.9M | 28.2K | — | — |
| Q3 2026 | $4.8M | 44.8K | — | — |
| Q3 2026 | $27.5M | 547.3K | — | — |
| Q3 2026 | $3.3M | 64.6K | — | — |
| Q3 2026 | $1.3M | 16.1K | — | — |
| Q3 2026 | $304K | 3.1K | — | — |
| Q3 2026 | $741K | 11.0K | — | — |
| Q2 2026 | $2.6M | 15.5K | — | — |
| Q2 2026 | $1.4M | 31.8K | — | — |
| Q2 2026 | $452K | 4.2K | — | — |
| Q2 2026 | $5.9M | 31.0K | — | — |
| Q2 2026 | $2.2M | 11.8K | — | — |
| Q2 2026 | $8.9M | 165.8K | — | — |
| Q2 2026 | $4.7M | 89.0K | — | — |
| Q2 2026 | $6.3M | 54.1K | — | — |
| Q2 2026 | $903K | 5.7K | — | — |
| Q2 2026 | $574K | 11.3K | — | — |
| Q2 2026 | $1.4M | 28.9K | — | — |
| Q2 2026 | $571K | 12.5K | — | — |
| Q2 2026 | $5.6M | 61.4K | — | — |
| Q2 2026 | $312K | 2.6K | — | — |
| Q2 2026 | $1M | 43.3K | — | — |
| Q2 2026 | $584K | 18.9K | — | — |
| Q2 2026 | $708K | 17.5K | — | — |
| Q2 2026 | $364K | 9.0K | — | — |
| Q2 2026 | $2.3M | 14.4K | — | — |
| Q2 2026 | $1M | 1.6K | — | — |
| Q2 2026 | $30.4M | 345.6K | — | — |
| Q2 2026 | $2.4M | 36.0K | — | — |
| Q2 2026 | $2.7M | 28.3K | — | — |
| Q2 2026 | $4.4M | 39.0K | — | — |
| Q2 2026 | $1.5M | 16.1K | — | — |
| Q2 2026 | $6.6M | 43.2K | — | — |
| Q2 2026 | $316K | 12.4K | — | — |
| Q2 2026 | $295K | 1.3K | — | — |
| Q2 2026 | $832K | 13.7K | — | — |
| Q2 2026 | $487K | 16.2K | — | — |
| Q2 2026 | $4.4M | 36.8K | — | — |
| Q2 2026 | $3.1M | 28.1K | — | — |
| Q2 2026 | $5.4M | 45.1K | — | — |
| Q2 2026 | $27.1M | 538.6K | — | — |
| Q2 2026 | $3.3M | 63.3K | — | — |
| Q2 2026 | $1.3M | 16.1K | — | — |
| Q2 2026 | $299K | 3.1K | — | — |
| Q2 2026 | $860K | 12.5K | — | — |
| Q1 2026 | $1.9M | 14.8K | — | — |
| Q1 2026 | $1.4M | 29.8K | — | — |
| Q1 2026 | $503K | 4.5K | — | — |
| Q1 2026 | $4.1M | 31.1K | — | — |
| Q1 2026 | $2.2M | 13.8K | — | — |
| Q1 2026 | $10.3M | 208.1K | — | — |
| Q1 2026 | $9.7M | 157.9K | — | — |
| Q1 2026 | $3.4M | 30.8K | — | — |
| Q1 2026 | $771K | 5.3K | — | — |
| Q1 2026 | $664K | 13.3K | — | — |
| Q1 2026 | $1.2M | 26.8K | — | — |
| Q1 2026 | $573K | 12.6K | — | — |
| Q1 2026 | $6.7M | 73.6K | — | — |
| Q1 2026 | $924K | 39.6K | — | — |
| Q1 2026 | $700K | 17.3K | — | — |
| Q1 2026 | $362K | 9.0K | — | — |
| Q1 2026 | $271K | 2.7K | — | — |
| Q1 2026 | $1.3M | 10.1K | — | — |
| Q1 2026 | $494K | 1.5K | — | — |
| Q1 2026 | $27.2M | 355.5K | — | — |
| Q1 2026 | $626K | 10.6K | — | — |
| Q1 2026 | $2.3M | 27.1K | — | — |
| Q1 2026 | $3.5M | 36.6K | — | — |
| Q1 2026 | $1.4M | 17.8K | — | — |
| Q1 2026 | $6.2M | 42.6K | — | — |
| Q1 2026 | $313K | 12.2K | — | — |
| Q1 2026 | $949K | 16.8K | — | — |
| Q1 2026 | $491K | 16.3K | — | — |
| Q1 2026 | $3.6M | 36.9K | — | — |
| Q1 2026 | $2.4M | 25.7K | — | — |
| Q1 2026 | $3.6M | 37.1K | — | — |
| Q1 2026 | $23.6M | 518.0K | — | — |
| Q1 2026 | $2.9M | 62.8K | — | — |
| Q1 2026 | $1.2M | 16.0K | — | — |
| Q1 2026 | $291K | 3.1K | — | — |
| Q1 2026 | $786K | 12.7K | — | — |
| Q4 2025 | $1.9M | 14.9K | — | — |
| Q4 2025 | $1.3M | 29.8K | — | — |
| Q4 2025 | $524K | 4.5K | — | — |
| Q4 2025 | $4.4M | 30.2K | — | — |
| Q4 2025 | $1.2M | 8.1K | — | — |
| Q4 2025 | $10.1M | 184.3K | — | — |
| Q4 2025 | $5.2M | 116.0K | — | — |
| Q4 2025 | $5.8M | 48.5K | — | — |
| Q4 2025 | $865K | 5.6K | — | — |
| Q4 2025 | $445K | 9.8K | — | — |
| Q4 2025 | $1M | 23.5K | — | — |
| Q4 2025 | $585K | 12.8K | — | — |
| Q4 2025 | $5.8M | 63.8K | — | — |
| Q4 2025 | $871K | 36.8K | — | — |
| Q4 2025 | $435K | 10.8K | — | — |
| Q4 2025 | $699K | 17.2K | — | — |
| Q4 2025 | $393K | 9.5K | — | — |
| Q4 2025 | $293K | 2.8K | — | — |
| Q4 2025 | $1.1M | 8.7K | — | — |
| Q4 2025 | $494K | 1.5K | — | — |
| Q4 2025 | $29.1M | 362.9K | — | — |
| Q4 2025 | $374K | 6.5K | — | — |
| Q4 2025 | $2.3M | 27.1K | — | — |
| Q4 2025 | $3.1M | 33.5K | — | — |
| Q4 2025 | $1.5M | 17.9K | — | — |
| Q4 2025 | $5.9M | 42.3K | — | — |
| Q4 2025 | $359K | 14.0K | — | — |
| Q4 2025 | $960K | 16.9K | — | — |
| Q4 2025 | $537K | 17.8K | — | — |
| Q4 2025 | $4.1M | 38.3K | — | — |
| Q4 2025 | $2.3M | 25.6K | — | — |
| Q4 2025 | $3.1M | 33.3K | — | — |
| Q4 2025 | $23.3M | 524.2K | — | — |
| Q4 2025 | $4.4M | 93.9K | — | — |
| Q4 2025 | $273K | 3.0K | — | — |
| Q4 2025 | $686K | 10.6K | — | — |