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13F-HR filed by Winch Advisory Services, LLC

Winch Advisory Services, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-06, with 504 holding rows worth $378,237,356.

Accession
0001580642-25-002850
Filed
2025-05-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 504 entries on the cover page, a total value of $378,237,356 stated on the cover page (in dollars after the unit check, H1), rows summing to $378,237,356 with VALUE read as dollars as filed, 13F file number 028-16148. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SHARING ECONOMY INTL INC819534207COM100$0dollars as filedValue filed as zero, left out of ratios.
CRRC CORP LTD SHS HY1818X100COM1,400$0dollars as filedValue filed as zero, left out of ratios.
AFFLUENCE CORP00829V100COM1,100$0dollars as filedValue filed as zero, left out of ratios.
ISHARES SUBMITTED FOR ESCROW DEVELOPED EX U S464ESC0E3ETF68$0dollars as filedValue filed as zero, left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001580642-25-002850this filing2025-05-06acceptance time not in the bulk data set