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Disclosery

WINNACLE WEALTH LLC: DFUS position timeline

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

WINNACLE WEALTH LLC held 5,146 DFUS 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 5,146 shares
    Change vs previous 13F +1,739 shares

    0.29% of the 13F portfolio, value $421,629.

    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 3,407 shares
    Change vs previous 13F +3,063 shares

    0.19% of the 13F portfolio, value $241,580.

    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 344 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $25,800.

    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).