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Disclosery

Winch Advisory Services, LLC: SHAG position timeline

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

Winch Advisory Services, LLC held 10,166 SHAG 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 10,166 shares
    Change vs previous 13F +44 shares

    0.1% of the 13F portfolio, value $481,093.

    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 10,122 shares
    Change vs previous 13F +260 shares

    0.11% of the 13F portfolio, value $481,587.

    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 9,862 shares
    Change vs previous 13F +105 shares

    0.1% of the 13F portfolio, value $473,653.

    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 9,757 shares
    Change vs previous 13F +76 shares

    0.11% of the 13F portfolio, value $468,103.

    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 9,681 shares
    Change vs previous 13F +106 shares

    0.11% of the 13F portfolio, value $463,419.

    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 9,575 shares
    Change vs previous 13F -207 shares

    0.12% of the 13F portfolio, value $455,765.

    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 9,782 shares
    Change vs previous 13F -268 shares

    0.12% of the 13F portfolio, value $461,749.

    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 10,050 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $482,154.

    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).