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Disclosery

WIN ADVISORS, INC: SCHG position timeline

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

WIN ADVISORS, INC held 0 SCHG 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 0 shares
    Change vs previous 13F -76,879 shares

    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).

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

  2. period ended2026-03-31
    13F 76,879 shares
    Change vs previous 13F -316,569 shares

    1.02% of the 13F portfolio, value $2,239,494.

    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 393,448 shares
    Change vs previous 13F -314,123 shares

    5.45% of the 13F portfolio, value $12,834,259.

    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).

  4. period ended2025-09-30
    13F 707,571 shares
    Change vs previous 13F -88,385 shares

    10.99% of the 13F portfolio, value $22,578,584.

    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 795,956 shares
    Change vs previous 13F +644,597 shares

    11.21% of the 13F portfolio, value $23,249,879.

    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 151,359 shares
    Change vs previous 13F -64,457 shares

    1.95% of the 13F portfolio, value $3,790,028.

    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 215,816 shares
    Change vs previous 13F +215,816 shares

    2.91% of the 13F portfolio, value $6,014,801.

    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 0 shares
    Change vs previous 13F not available

    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).

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