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Disclosery

WIN ADVISORS, INC: PWB position timeline

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

WIN ADVISORS, INC held 120,372 PWB 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 120,372 shares
    Change vs previous 13F -6,568 shares

    7.23% of the 13F portfolio, value $20,277,867.

    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 126,940 shares
    Change vs previous 13F +126,940 shares

    7.31% of the 13F portfolio, value $15,985,554.

    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 -103,315 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 103,315 shares
    Change vs previous 13F -17,746 shares

    6.31% of the 13F portfolio, value $12,957,767.

    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 ended2025-06-30
    13F 121,061 shares
    Change vs previous 13F +73,697 shares

    6.86% of the 13F portfolio, value $14,217,404.

    13F-HR 0001085146-25-005103 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).

  6. period ended2025-03-31
    13F 47,364 shares
    Change vs previous 13F +42,533 shares

    2.34% of the 13F portfolio, value $4,548,839.

    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).

  7. period ended2024-12-31
    13F 4,831 shares
    Change vs previous 13F -39,076 shares

    0.24% of the 13F portfolio, value $491,496.

    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).

  8. period ended2024-09-30
    13F 43,907 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,332,844.

    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).