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Disclosery

WINNACLE WEALTH LLC: DFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINNACLE WEALTH LLC on DFIC, newest first. How the timeline and the estimate are built.

WINNACLE WEALTH LLC held 9,263 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,263 shares
    Change vs previous 13F +3,338 shares

    0.23% of the 13F portfolio, value $345,157.

    13F-HR 0001754960-26-000581 filed by WINNACLE WEALTH 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 5,925 shares
    Change vs previous 13F +5,294 shares

    0.16% of the 13F portfolio, value $210,515.

    13F-HR 0001754960-26-000391 filed by WINNACLE WEALTH 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 631 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $22,085.

    13F-HR 0002079687-26-000002 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).