WINNACLE WEALTH LLC: XBFR position timeline

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

WINNACLE WEALTH LLC held 47,814 XBFR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 47,814 shares
Change vs previous 13F +2,859 shares
0.87% of the 13F portfolio, value $1,272,975.
13F-HR 0001754960-26-000581 filed by WINNACLE WEALTH LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 44,955 shares
Change vs previous 13F not available
0.85% of the 13F portfolio, value $1,103,197.
13F-HR 0001754960-26-000391 filed by WINNACLE WEALTH LLC
Filed 2026-05-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).