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Steward Partners Investment Advisory, LLC: WINN position timeline

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

Steward Partners Investment Advisory, LLC held 83,171 WINN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,171 shares
    Change vs previous 13F -3,192 shares

    0.01% of the 13F portfolio, value $2,700,562.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 86,363 shares
    Change vs previous 13F +12,166 shares

    0.01% of the 13F portfolio, value $2,394,673.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 74,197 shares
    Change vs previous 13F +5,805 shares

    0.01% of the 13F portfolio, value $2,307,853.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 68,392 shares
    Change vs previous 13F +20,260 shares

    0.01% of the 13F portfolio, value $2,131,095.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 48,132 shares
    Change vs previous 13F +27,985 shares

    0.01% of the 13F portfolio, value $1,401,845.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,147 shares
    Change vs previous 13F -1,749 shares

    <0.01% of the 13F portfolio, value $493,602.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 21,896 shares
    Change vs previous 13F +3,526 shares

    0.01% of the 13F portfolio, value $595,790.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,370 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $470,456.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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