Form 13-F position report

FEDERAL HOME LN MTG

Reported by KINGSWOOD WEALTH ADVISORS LLC

FMCC CUSIP 313400301 Manager CIK 0001987855

First reported at 18,034 shares this quarter.

New
% of reported 13F value < 0.01% This manager · Q4 2024
Shares 18,034 Quarter-end amount reported
Reported value $58,890 Fair value at quarter end
Consecutive quarters held 1 Through Q4 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-12-31 58890
2025-03-31 78237
2025-06-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

3 quarters
Quarterly reported position history for FEDERAL HOME LN MTG held by KINGSWOOD WEALTH ADVISORS LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2025 Reduced 0 -14,017 (-100.0%) 0 $0 2025-07-23
Q1 2025 Reduced 14,017 -4,017 (-22.3%) < 0.01% $78,237 2025-04-21
Q4 2024 New 18,034 +18,034 (0.0%) < 0.01% $58,890 2025-01-22

Who else reported the position

8 managers reported FEDERAL HOME LN MTG for Q4 2024.

Managers reporting FEDERAL HOME LN MTG in Q4 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Pinnacle Holdings LLC Reduced 437,406 -6,506 0.54% $1,428,349 10 qtrs
Opus Capital Group LLC Unchanged 20,000 0 < 0.01% $65,000 2 qtrs
KINGSWOOD WEALTH ADVISORS LLC This report New 18,034 +18,034 < 0.01% $58,890 1 qtr
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC New 10,000 +10,000 0.02% $32,655 1 qtr
HANTZ FINANCIAL SERVICES INC Unchanged 1,330 0 < 0.01% $4,000 4 qtrs
AMERIFLEX GROUP INC New 500 +500 < 0.01% $2,600 1 qtr
Ancora Advisors LLC New 750 +750 < 0.01% $2,449 1 qtr
TUCKER ASSET MANAGEMENT LLC Unchanged 250 0 < 0.01% $816 3 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
January 22, 2025
Filing type
13F-HR
Position type
COMMON STOCK

Voting authority reported

Sole
18,034
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.