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Disclosery

WINNACLE WEALTH LLC: IDV position timeline

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

WINNACLE WEALTH LLC held 14,925 IDV 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 14,925 shares
    Change vs previous 13F -750 shares

    0.42% of the 13F portfolio, value $618,350.

    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 15,675 shares
    Change vs previous 13F -2,558 shares

    0.51% of the 13F portfolio, value $667,134.

    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 18,233 shares
    Change vs previous 13F -1,936 shares

    0.54% of the 13F portfolio, value $729,320.

    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).

  4. period ended2025-09-30
    13F 20,169 shares
    Change vs previous 13F +20,169 shares

    0.58% of the 13F portfolio, value $746,253.

    13F-HR 0002079687-25-000005 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).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -11,814 shares

    13F-HR 0002079687-25-000001 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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 11,814 shares
    Change vs previous 13F +245 shares

    0.34% of the 13F portfolio, value $366,443.

    13F-HR 0002079687-25-000004 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).

  7. period ended2024-12-31
    13F 11,569 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $315,690.

    13F-HR 0002079687-25-000002 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).