Skip to content
Disclosery

WINNACLE WEALTH LLC: RFLR position timeline

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

WINNACLE WEALTH LLC held 115,463 RFLR 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 115,463 shares
    Change vs previous 13F -1,503 shares

    2.57% of the 13F portfolio, value $3,785,040.

    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 116,966 shares
    Change vs previous 13F +1,985 shares

    2.62% of the 13F portfolio, value $3,396,389.

    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 114,981 shares
    Change vs previous 13F +26,710 shares

    2.46% of the 13F portfolio, value $3,334,449.

    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 88,271 shares
    Change vs previous 13F +88,271 shares

    1.94% of the 13F portfolio, value $2,471,588.

    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 -66,408 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 66,408 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,587,601.

    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).