Skip to content
Disclosery

WIN ADVISORS, INC: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WIN ADVISORS, INC on CWB, newest first. How the timeline and the estimate are built.

WIN ADVISORS, INC held 74,914 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,914 shares
    Change vs previous 13F -21,625 shares

    2.88% of the 13F portfolio, value $8,077,270.

    13F-HR 0001897144-26-000006 filed by WIN ADVISORS, INC
    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 96,539 shares
    Change vs previous 13F +96,539 shares

    4.04% of the 13F portfolio, value $8,835,204.

    13F-HR 0001897144-26-000005 filed by WIN ADVISORS, INC
    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 0 shares
    Change vs previous 13F -10,153 shares

    13F-HR 0001897144-26-000001 filed by WIN ADVISORS, INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 10,153 shares
    Change vs previous 13F +10,153 shares

    0.45% of the 13F portfolio, value $918,885.

    13F-HR 0001897144-25-000004 filed by WIN ADVISORS, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -119,536 shares

    13F-HR 0001085146-25-002258 filed by WIN ADVISORS, INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 119,536 shares
    Change vs previous 13F +105,178 shares

    4.51% of the 13F portfolio, value $9,310,693.

    13F-HR 0001085146-25-000502 filed by WIN ADVISORS, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,358 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,099,679.

    13F-HR 0001085146-24-005241 filed by WIN ADVISORS, INC
    Filed (acceptance time not in the bulk data set), ingested

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