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AVAII WEALTH MANAGEMENT, LLC: WINN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVAII WEALTH MANAGEMENT, LLC on WINN, newest first. How the timeline and the estimate are built.

AVAII WEALTH MANAGEMENT, LLC held 17,155 WINN shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,155 shares
    Change vs previous 13F -739 shares

    0.17% of the 13F portfolio, value $594,592.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,894 shares
    Change vs previous 13F -180 shares

    0.17% of the 13F portfolio, value $581,018.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 18,074 shares
    Change vs previous 13F -32 shares

    0.17% of the 13F portfolio, value $501,156.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 18,106 shares
    Change vs previous 13F -824 shares

    0.2% of the 13F portfolio, value $563,176.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 18,930 shares
    Change vs previous 13F +124 shares

    0.22% of the 13F portfolio, value $589,859.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 18,806 shares
    Change vs previous 13F -6,971 shares

    0.24% of the 13F portfolio, value $547,725.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F/A 25,777 shares
    Change vs previous 13F +3,336 shares

    0.34% of the 13F portfolio, value $631,537.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 22,441 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $610,620.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).