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Disclosery

WIN ADVISORS, INC: SPMO position timeline

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

WIN ADVISORS, INC held 59,881 SPMO 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 59,881 shares
    Change vs previous 13F +59,881 shares

    3.45% of the 13F portfolio, value $9,673,209.

    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 0 shares
    Change vs previous 13F -24,214 shares

    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).

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

  3. period ended2025-12-31
    13F 24,214 shares
    Change vs previous 13F -109,296 shares

    1.23% of the 13F portfolio, value $2,889,250.

    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 133,510 shares
    Change vs previous 13F -23,560 shares

    7.87% of the 13F portfolio, value $16,162,752.

    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 157,070 shares
    Change vs previous 13F +128,389 shares

    8.52% of the 13F portfolio, value $17,665,704.

    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 28,681 shares
    Change vs previous 13F -76,437 shares

    1.36% of the 13F portfolio, value $2,653,853.

    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 105,118 shares
    Change vs previous 13F -16,403 shares

    4.83% of the 13F portfolio, value $9,987,294.

    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 121,521 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $11,014,689.

    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).