Skip to content
Disclosery

Winch Advisory Services, LLC: COST position timeline

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

Winch Advisory Services, LLC held 3,582 COST 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 3,582 shares
    Change vs previous 13F -18 shares

    0.7% of the 13F portfolio, value $3,351,213.

    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 3,600 shares
    Change vs previous 13F +44 shares

    0.82% of the 13F portfolio, value $3,587,396.

    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 3,556 shares
    Change vs previous 13F +148 shares

    0.68% of the 13F portfolio, value $3,066,436.

    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 3,408 shares
    Change vs previous 13F +148 shares

    0.71% of the 13F portfolio, value $3,154,180.

    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 3,260 shares
    Change vs previous 13F -11 shares

    0.79% of the 13F portfolio, value $3,227,593.

    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 3,271 shares
    Change vs previous 13F +36 shares

    0.82% of the 13F portfolio, value $3,094,085.

    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 3,235 shares
    Change vs previous 13F +31 shares

    0.77% of the 13F portfolio, value $2,963,898.

    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 3,204 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,840,655.

    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).