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P10 shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of P10 (PX) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in P10

Tip: Access up to 7 years of quarterly data

All positions including P10 held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in P10 by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 24k 10.88
2025-06-30 $241k 24k 10.22
2025-03-31 $277k 24k 11.75
2024-12-31 $297k 24k 12.61

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding P10

FMR
Vanguard Group
River Road Asset Management
Massachusetts Financial Services
BlackRock
Macquarie Group
American Century Companies
Capital World Investors
Loomis, Sayles and
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Mission Creek Capital Partners
Daniel D. Thurber
Grandeur Peak Global Advisors

View all funds holding P10