WINNACLE WEALTH LLC: KMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINNACLE WEALTH LLC on KMB, newest first. How the timeline and the estimate are built.
WINNACLE WEALTH LLC held 8,553 KMB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 8,553 sharesChange vs previous 13F -317 shares
0.64% of the 13F portfolio, value $938,905.
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 8,870 sharesChange vs previous 13F -437 shares
0.66% of the 13F portfolio, value $855,730.
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 9,307 sharesChange vs previous 13F +1,043 shares
0.69% of the 13F portfolio, value $940,007.
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 8,264 sharesChange vs previous 13F +8,057 shares
0.81% of the 13F portfolio, value $1,033,000.
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 207 sharesChange vs previous 13F -6,822 shares
0.02% of the 13F portfolio, value $26,686.
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).
- period ended2025-03-3113F 7,029 sharesChange vs previous 13F +109 shares
0.92% of the 13F portfolio, value $999,546.
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 6,920 sharesChange vs previous 13F not available
0.87% of the 13F portfolio, value $878,133.
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).