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San Juan Basin Royalty Trust shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in San Juan Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including San Juan Basin Royalty Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in San Juan Basin Royalty Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 492k 6.04
2025-06-30 $2.9M 486k 5.97
2025-03-31 $1.5M 279k 5.52

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View all positions for Kingswood Wealth Advisors

Top funds holding San Juan Basin Royalty Trust

Horizon Kinetics Asset Management
Cannell Capital
Morgan Stanley
Mountaineer Partners Management
Principia Wealth Advisory
Ashton Thomas Private Wealth
Moors & Cabot
Kingswood Wealth Advisors
Punch & Associates Investment Management
LPL Financial
Lesa Sroufe & Co
Mcdaniel Terry & Co
Raymond James Financial
RR Advisors
Citadel Advisors

View all funds holding San Juan Basin Royalty Trust