SFG Wealth Management, LLC.: WINN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on WINN, newest first. How the timeline and the estimate are built.
SFG Wealth Management, LLC. held 19,515 WINN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 19,515 sharesChange vs previous 13F -35,401 shares
0.23% of the 13F portfolio, value $633,652.
13F-HR 0001908914-26-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 54,916 sharesChange vs previous 13F +13 shares
0.63% of the 13F portfolio, value $1,522,712.
13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,903 sharesChange vs previous 13F +1,095 shares
0.67% of the 13F portfolio, value $1,707,725.
13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 53,808 sharesChange vs previous 13F +53,808 shares
0.73% of the 13F portfolio, value $1,676,661.
13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -44,761 shares
13F-HR 0001085146-25-004187 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 44,761 sharesChange vs previous 13F -8,374 shares
0.54% of the 13F portfolio, value $1,096,665.
13F-HR 0001085146-25-002300 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,135 sharesChange vs previous 13F +584 shares
0.76% of the 13F portfolio, value $1,445,812.
13F-HR 0001085146-25-000281 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 52,551 sharesChange vs previous 13F not available
0.71% of the 13F portfolio, value $1,345,841.
13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).