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Disclosery

WIN ADVISORS, INC: XLY position timeline

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

WIN ADVISORS, INC held 0 XLY 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 -14,378 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 14,378 shares
    Change vs previous 13F -4,627 shares

    0.72% of the 13F portfolio, value $1,566,914.

    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 19,005 shares
    Change vs previous 13F +19,005 shares

    0.96% of the 13F portfolio, value $2,269,387.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -14,923 shares

    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).

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

  5. period ended2025-03-31
    13F 14,923 shares
    Change vs previous 13F +14,923 shares

    1.51% of the 13F portfolio, value $2,946,696.

    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).

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -14,943 shares

    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).

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

  7. period ended2024-09-30
    13F 14,943 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,994,129.

    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).