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Disclosery

Winch Advisory Services, LLC: CGMS position timeline

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

Winch Advisory Services, LLC held 791,200 CGMS 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 791,200 shares
    Change vs previous 13F +11,246 shares

    4.49% of the 13F portfolio, value $21,623,472.

    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 779,954 shares
    Change vs previous 13F +7,872 shares

    4.85% of the 13F portfolio, value $21,238,132.

    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 772,082 shares
    Change vs previous 13F +20,974 shares

    4.72% of the 13F portfolio, value $21,324,902.

    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 751,108 shares
    Change vs previous 13F +9,672 shares

    4.69% of the 13F portfolio, value $20,843,232.

    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 741,436 shares
    Change vs previous 13F +8,542 shares

    5% of the 13F portfolio, value $20,478,457.

    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 732,894 shares
    Change vs previous 13F +13,651 shares

    5.29% of the 13F portfolio, value $20,007,986.

    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 719,243 shares
    Change vs previous 13F +145,538 shares

    5.1% of the 13F portfolio, value $19,620,940.

    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 573,705 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $15,971,945.

    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).