Boulder Growth & Income Fund shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Boulder Growth & Income Fund
Tip: Access up to 7 years of quarterly data
All positions including Boulder Growth & Income Fund held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Boulder Growth & Income Fund by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 78k | 18.16 |
| 2025-06-30 | $1.4M | 78k | 17.68 |
| 2025-03-31 | $1.4M | 78k | 17.25 |
| 2024-12-31 | $904k | 56k | 16.02 |
| 2024-09-30 | $783k | 50k | 15.80 |
| 2024-06-30 | $721k | 50k | 14.55 |
| 2024-03-31 | $741k | 49k | 15.06 |
| 2023-12-31 | $590k | 43k | 13.87 |
| 2023-09-30 | $552k | 43k | 12.98 |
| 2023-06-30 | $565k | 43k | 13.28 |