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Disclosery

Winch Advisory Services, LLC: V position timeline

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

Winch Advisory Services, LLC held 18,147 V 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 18,147 shares
    Change vs previous 13F -24 shares

    1.29% of the 13F portfolio, value $6,226,134.

    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 18,171 shares
    Change vs previous 13F -66 shares

    1.25% of the 13F portfolio, value $5,492,107.

    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 18,237 shares
    Change vs previous 13F -484 shares

    1.41% of the 13F portfolio, value $6,395,977.

    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 18,721 shares
    Change vs previous 13F +51 shares

    1.44% of the 13F portfolio, value $6,390,932.

    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 18,670 shares
    Change vs previous 13F -395 shares

    1.62% of the 13F portfolio, value $6,628,684.

    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 19,065 shares
    Change vs previous 13F -505 shares

    1.77% of the 13F portfolio, value $6,681,584.

    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 19,570 shares
    Change vs previous 13F -194 shares

    1.61% of the 13F portfolio, value $6,184,952.

    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 19,764 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $5,433,998.

    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).