180 WEALTH ADVISORS, LLC KD — KYNDRYL HLDGS INC

Ownership history in 180 WEALTH ADVISORS, LLC  ·  18 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported KYNDRYL HLDGS INC (KD) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows KD at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in KYNDRYL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KD was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KD stock page 180 WEALTH ADVISORS, LLC fund profile 180 WEALTH ADVISORS, LLC full holdings
How 180 WEALTH ADVISORS, LLC held KD — position size vs. price
% of Fund (quarterly)    KD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 28,821 +12,677 +78.5% 0.04% $378K 2026-05-01 $14.36
2025 Q4 REDUCED — — — 16,144 -304 -1.8% 0.05% $429K 2026-01-09 $27.25
2025 Q3 REDUCED 10.2% -9.8% ✅ 16,448 -1,862 -10.2% 0.06% $494K 2025-10-16 $27.50
2025 Q2 REDUCED 14.0% -28.3% ✅ 18,310 -2,970 -14.0% 0.11% $768K 2025-07-31 $37.77
2025 Q1 ADDED — — — 21,280 +62 +0.3% 0.11% $668K 2025-04-09 $31.15
2024 Q4 UNCHANGED — — — 21,218 — 0% 0.12% $734K 2025-01-14 $37.52
2024 Q3 REDUCED — — — 21,218 -26 -0.1% 0.08% $488K 2024-11-01 $22.97
2024 Q2 REDUCED 11.5% -12.7% ✅ 21,244 -2,767 -11.5% 0.09% $559K 2024-07-16 $27.41
2024 Q1 REDUCED — — — 24,011 -1,247 -4.9% 0.09% $522K 2024-04-16 $19.69
2023 Q4 REDUCED — — — 25,258 -515 -2.0% 0.10% $507K 2024-01-25 $21.09
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KD

As of 2026 Q1 — sorted by position size

CORTLAND ASSOCIATES INC/MO 3Y 7Y 6.19% Waterfront Wealth Inc. 3Y 0.5% Sky Investment Group LLC 3Y 7Y 0.28% Oak Thistle LLC 3Y 0.26% Poehling Capital Management, INC. 3Y 7Y 0.24% Alpha Omega Wealth Management LLC 3Y 7Y 0.24% Douglas Lane & Associates, LLC 3Y 7Y 0.19% Sterneck Capital Management, LLC 3Y 7Y 0.13% OP Asset Management Ltd 0.07% CACTI ASSET MANAGEMENT LLC 3Y 7Y 0.03%

FAQ About 180 WEALTH ADVISORS, LLC and KD

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning KD?

180 WEALTH ADVISORS, LLC reported KD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KD position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for KD was 0.12% in 2024 Q4.

What is the latest reported KD position on this page?

The most recent filing on this page is 2026 Q1, when 180 WEALTH ADVISORS, LLC reported 28,821 shares, equal to 0.04% of portfolio, with an estimated market value of $378K.

What does the chart on this KD ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly KD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 180 WEALTH ADVISORS, LLC time their KD position?

Based on 13F filing dates vs. subsequent KD price moves, 180 WEALTH ADVISORS, LLC correctly timed 9 out of 16 reported position changes (56%).

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