Kingswood-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 766
Total Value: 2616739400
Accession Number: 0001987855-25-000002
Form Type: 13F-HR
CIK: kingswood-wealth-advisors
Manager Name: Kingswood-Wealth-Advisors

Data Enrichment

67% identified

515 identified251 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

766 positions • $2.6B total value

SEC FilingSEC DataHachi Filing

Manager:

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Nano Dimension Ltd.

NNDM|63008G203

Shares:30.0K

Value:$46.8K

% of Portfolio:0.0% ($46.8K/$2.6B)

74638P208

Shares:16.8K

Value:$44.3K

% of Portfolio:0.0% ($44.3K/$2.6B)

Smart Sand, Inc.

SND|83191H107

Shares:11.0K

Value:$28.5K

% of Portfolio:0.0% ($28.5K/$2.6B)

Vaxart, Inc.

VXRT|92243A200

Shares:20.0K

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$2.6B)

AMARIN CORP PLC\UK

AMRN|023111206

Shares:12.0K

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$2.6B)

VERU INC.

VERU|92536C103

Shares:10.8K

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nano Dimension Ltd.(NNDMcusip63008G203)	30.0K	QoQ +50.00% (-10.0K) YoY NEW(+30.0K)	All Managers (Combined)	$46.8K	0.0% ($46.8K/$2.6B)	QoQ -5.64% (-$2.8K) YoY NEW(+$46.8K)
(cusip74638P208)✕	16.8K	QoQ -50.00% (-16.8K) YoY NEW(+16.8K)	All Managers (Combined)	$44.3K	0.0% ($44.3K/$2.6B)	QoQ -71.85% (-$113.2K) YoY NEW(+$44.3K)
Smart Sand, Inc.(SNDcusip83191H107)	11.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$28.5K	0.0% ($28.5K/$2.6B)	QoQ +15.11% (+$3.7K) YoY +35.60% (+$7.5K)
Vaxart, Inc.(VXRTcusip92243A200)	20.0K	QoQ -33.32% (-10.0K) YoY -19.98% (-5.0K)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$2.6B)	QoQ -60.75% (-$12.1K) YoY -76.00% (-$24.7K)
AMARIN CORP PLC\UK(AMRNcusip023111206)	12.0K	QoQ 0.00% (-0) YoY NEW(+12.0K)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$2.6B)	QoQ -7.61% (-$443) YoY NEW(+$5.4K)
VERU INC.(VERUcusip92536C103)	10.8K	QoQ 0.00% (-0) YoY -56.45% (-14.0K)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$2.6B)	QoQ -24.65% (-$1.7K) YoY -69.51% (-$12.1K)