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Disclosery

Winch Advisory Services, LLC: SPTM position timeline

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

Winch Advisory Services, LLC held 597,158 SPTM 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 597,158 shares
    Change vs previous 13F +1,342 shares

    11.26% of the 13F portfolio, value $54,215,959.

    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 595,816 shares
    Change vs previous 13F -1,108 shares

    10.75% of the 13F portfolio, value $47,105,225.

    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 596,924 shares
    Change vs previous 13F +11,505 shares

    10.89% of the 13F portfolio, value $49,246,239.

    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 585,419 shares
    Change vs previous 13F +4,171 shares

    10.62% of the 13F portfolio, value $47,214,062.

    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 581,248 shares
    Change vs previous 13F -3,008 shares

    10.63% of the 13F portfolio, value $43,529,674.

    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 584,256 shares
    Change vs previous 13F +10,628 shares

    10.51% of the 13F portfolio, value $39,735,230.

    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 573,628 shares
    Change vs previous 13F +9,417 shares

    10.66% of the 13F portfolio, value $40,974,269.

    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 564,211 shares
    Change vs previous 13F not available

    10.93% of the 13F portfolio, value $39,528,614.

    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).