KINGSWOOD WEALTH ADVISORS, LLC GOOG holdings history
ALPHABET INC-CL C · CUSIP 02079K107 · CIK 1987855
As of 2026-06-30, KINGSWOOD WEALTH ADVISORS, LLC reported 69.86K GOOG (shares), valued at $24.68M, or 1.00% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 13.61%; reported value increased 39.93%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.00% | 69,863 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 0.84% | 61,495 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 0.92% | 60,823 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 0.68% | 45,966 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 0.47% | 33,477 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 0.50% | 34,616 | SEC filing ↗Filed Jul 25, 2025AmendedCombination report |
| Q4 2024 | 0.54% | 37,819 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 1.12% | 93,836 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 1.27% | 76,782 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 1.23% | 70,076 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 1.28% | 80,008 | SEC filing ↗Filed Jan 16, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.28% | 80,008 | $11.28M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 1.23% | 70,076 | $10.67M | Shares decreased 12.41%; reported value decreased 5.37%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.27% | 76,782 | $14.08M | Shares increased 9.57%; reported value increased 31.99%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 1.12% | 93,836 | $15.68M | Shares increased 22.21%; reported value increased 11.36%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 0.54% | 37,819 | $7.20M | Shares decreased 59.70%; reported value decreased 54.08%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 0.50% | 34,616 | $5.42M | Shares decreased 8.47%; reported value decreased 24.72%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q2 2025 | 0.47% | 33,477 | $5.94M | Shares decreased 3.29%; reported value increased 9.53%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 0.68% | 45,966 | $11.19M | Shares increased 37.31%; reported value increased 88.52%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 0.92% | 60,823 | $19.09M | Shares increased 32.32%; reported value increased 70.49%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 0.84% | 61,495 | $17.64M | Shares increased 1.10%; reported value decreased 7.57%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 1.00% | 69,863 | $24.68M | Shares increased 13.61%; reported value increased 39.93%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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