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Disclosery

WINNACLE WEALTH LLC: MO position timeline

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

WINNACLE WEALTH LLC held 17,154 MO 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 17,154 shares
    Change vs previous 13F -523 shares

    0.84% of the 13F portfolio, value $1,234,214.

    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 17,677 shares
    Change vs previous 13F -745 shares

    0.9% of the 13F portfolio, value $1,166,512.

    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 18,422 shares
    Change vs previous 13F +393 shares

    0.79% of the 13F portfolio, value $1,068,476.

    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 18,029 shares
    Change vs previous 13F +17,429 shares

    0.95% of the 13F portfolio, value $1,207,943.

    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 600 shares
    Change vs previous 13F -18,401 shares

    0.03% of the 13F portfolio, value $35,178.

    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).

  6. period ended2025-03-31
    13F 19,001 shares
    Change vs previous 13F +1,068 shares

    1.05% of the 13F portfolio, value $1,140,405.

    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 17,933 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $926,560.

    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).