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Disclosery

Winch Advisory Services, LLC: AAAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Winch Advisory Services, LLC on AAAU, newest first. How the timeline and the estimate are built.

Winch Advisory Services, LLC held 145,113 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,113 shares
    Change vs previous 13F +651 shares

    1.19% of the 13F portfolio, value $5,742,130.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, LLC
    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 144,462 shares
    Change vs previous 13F -3,415 shares

    1.52% of the 13F portfolio, value $6,672,687.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, LLC
    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 147,877 shares
    Change vs previous 13F -753 shares

    1.39% of the 13F portfolio, value $6,292,176.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, LLC
    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 148,630 shares
    Change vs previous 13F +826 shares

    1.27% of the 13F portfolio, value $5,665,758.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, LLC
    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 147,804 shares
    Change vs previous 13F -1,826 shares

    1.18% of the 13F portfolio, value $4,830,243.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, LLC
    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 149,630 shares
    Change vs previous 13F +72 shares

    1.22% of the 13F portfolio, value $4,620,574.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, LLC
    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 149,558 shares
    Change vs previous 13F +1,622 shares

    1.01% of the 13F portfolio, value $3,878,786.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, LLC
    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 147,936 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,850,034.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).