KCS Wealth Advisory

SEC CIK: 0001697719
Latest filing: Nov 3, 2023

SEC filings (opens in a new tab)

SF holding history

Stifel Financial Corp in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SF overview All 13F holders of SF Full Q3 2023 holdings

Shares (Q3 2023): 19,133
Value: $1.18M
% of portfolio: 0.5%
Quarters held: 3; Since Q1 2023

Holdings of SF by KCS Wealth Advisory, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	19,133	$1.18M	0.5%	−3,911−17.0%	Reduced	Holders
Q2 2023	23,044	$1.38M	0.5%	+453+2.0%	Added	Holders
Q1 2023	22,591	$1.33M	0.5%	+22,591	New	Holders