SpringVest Wealth Management LLC: WINN position timeline

SpringVest Wealth Management LLC held 18,619 WINN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 18,619 shares

   Change vs previous 13F +8,285 shares

   0.38% of the 13F portfolio, value $604,559.

   13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,334 shares

   Change vs previous 13F +2,782 shares

   0.2% of the 13F portfolio, value $286,541.

   13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,552 shares

   Change vs previous 13F +1,048 shares

   0.16% of the 13F portfolio, value $234,900.

   13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,504 shares

   Change vs previous 13F -8,484 shares

   0.15% of the 13F portfolio, value $202,665.

   13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 14,988 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $436,526.

   13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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