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Kestra Advisory Services, LLC: WINN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on WINN, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 267,693 WINN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,693 shares
    Change vs previous 13F -13,057 shares

    0.02% of the 13F portfolio, value $8,691,992.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,497 shares
    • Kestra Advisory Services, LLC: 241,196 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 280,750 shares
    Change vs previous 13F +14,253 shares

    0.02% of the 13F portfolio, value $7,784,636.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,331 shares
    • Kestra Advisory Services, LLC: 253,419 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 266,497 shares
    Change vs previous 13F +232,079 shares

    0.03% of the 13F portfolio, value $8,289,229.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,063 shares
    • Kestra Advisory Services, LLC: 247,434 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,418 shares
    Change vs previous 13F +3,128 shares

    <0.01% of the 13F portfolio, value $1,072,465.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 31,290 shares
    Change vs previous 13F +14,780 shares

    <0.01% of the 13F portfolio, value $911,321.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 16,510 shares
    Change vs previous 13F +9,150 shares

    <0.01% of the 13F portfolio, value $404,495.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 7,360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,266.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).