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Disclosery

Winch Advisory Services, LLC: QQQ position timeline

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

Winch Advisory Services, LLC held 10,800 QQQ 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 10,800 shares
    Change vs previous 13F +146 shares

    1.65% of the 13F portfolio, value $7,952,846.

    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 10,654 shares
    Change vs previous 13F +75 shares

    1.4% of the 13F portfolio, value $6,149,156.

    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 10,579 shares
    Change vs previous 13F +231 shares

    1.44% of the 13F portfolio, value $6,498,495.

    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 10,348 shares
    Change vs previous 13F +79 shares

    1.4% of the 13F portfolio, value $6,212,549.

    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 10,269 shares
    Change vs previous 13F +361 shares

    1.38% of the 13F portfolio, value $5,664,944.

    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 9,908 shares
    Change vs previous 13F -17,879 shares

    1.23% of the 13F portfolio, value $4,646,166.

    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 27,787 shares
    Change vs previous 13F -7,184 shares

    3.69% of the 13F portfolio, value $14,205,357.

    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 34,971 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $17,068,183.

    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).