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Disclosery

Winch Advisory Services, LLC: SHV position timeline

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

Winch Advisory Services, LLC held 99,681 SHV 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 99,681 shares
    Change vs previous 13F -7,345 shares

    2.28% of the 13F portfolio, value $10,999,850.

    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 107,026 shares
    Change vs previous 13F -886 shares

    2.7% of the 13F portfolio, value $11,814,597.

    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 107,912 shares
    Change vs previous 13F -1,083 shares

    2.63% of the 13F portfolio, value $11,886,498.

    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 108,995 shares
    Change vs previous 13F -2,685 shares

    2.71% of the 13F portfolio, value $12,042,806.

    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 111,680 shares
    Change vs previous 13F -2,228 shares

    3.01% of the 13F portfolio, value $12,331,710.

    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 113,908 shares
    Change vs previous 13F +707 shares

    3.33% of the 13F portfolio, value $12,582,287.

    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 113,201 shares
    Change vs previous 13F -3,994 shares

    3.24% of the 13F portfolio, value $12,464,544.

    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 117,195 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $12,965,282.

    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).