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Disclosery

WIN ADVISORS, INC: VFMO position timeline

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

WIN ADVISORS, INC held 53,521 VFMO 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 53,521 shares
    Change vs previous 13F -2,028 shares

    4.76% of the 13F portfolio, value $13,353,902.

    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 55,549 shares
    Change vs previous 13F +42,553 shares

    5.01% of the 13F portfolio, value $10,948,745.

    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 12,996 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,485,507.

    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).