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Disclosery

WIN ADVISORS, INC: VRT position timeline

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

WIN ADVISORS, INC held 13,868 VRT 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 13,868 shares
    Change vs previous 13F +8,786 shares

    1.66% of the 13F portfolio, value $4,643,409.

    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 5,082 shares
    Change vs previous 13F -459 shares

    0.58% of the 13F portfolio, value $1,273,490.

    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 5,541 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $897,714.

    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).