WINNACLE WEALTH LLC: KHC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINNACLE WEALTH LLC on KHC, newest first. How the timeline and the estimate are built.
WINNACLE WEALTH LLC held 37,841 KHC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 37,841 sharesChange vs previous 13F -1,032 shares
0.61% of the 13F portfolio, value $893,801.
13F-HR 0001754960-26-000581 filed by WINNACLE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,873 sharesChange vs previous 13F -2,084 shares
0.67% of the 13F portfolio, value $874,243.
13F-HR 0001754960-26-000391 filed by WINNACLE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,957 sharesChange vs previous 13F +2,417 shares
0.76% of the 13F portfolio, value $1,023,925.
13F-HR 0002079687-26-000002 filed by WINNACLE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,540 sharesChange vs previous 13F +38,540 shares
0.81% of the 13F portfolio, value $1,040,580.
13F-HR 0002079687-25-000005 filed by WINNACLE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -22 shares
13F-HR 0002079687-25-000001 filed by WINNACLE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 22 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $656.
13F-HR 0002079687-25-000004 filed by WINNACLE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $435.
13F-HR 0002079687-25-000002 filed by WINNACLE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).