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Winch Advisory Services, LLCGrowthConcentrated long-term

CIK: 0001585822 | Appleton, WI

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR568$481.4M2026-08-06SEC ↗
Q1 2026
13F-HR531$438.1M2026-04-30SEC ↗
Q4 2025
13F-HR520$452.1M2026-02-03SEC ↗
Q3 2025
13F-HR519$444.4M2025-11-12SEC ↗
Q2 2025
13F-HR510$409.6M2025-08-07SEC ↗
Q1 2025
13F-HR504$378.2M2025-05-06SEC ↗
Q4 2024
13F-HR556$384.5M2025-01-14SEC ↗
Q3 2024
13F-HR469$361.6M2024-10-21SEC ↗
Q2 2024
13F-HR460$349.7M2024-07-31SEC ↗
Q1 2024
13F-HR451$327.4M2024-05-14SEC ↗
Q4 2023
13F-HR446$301.5M2024-01-18SEC ↗
Q3 2023
13F-HR456$26.7M2023-11-06SEC ↗
Q2 2023
13F-HR461$26.4M2023-08-08SEC ↗
Q1 2023
13F-HR459$23.0M2023-05-10SEC ↗
Q4 2022
13F-HR449$19.5M2023-01-26SEC ↗
Q3 2022
13F-HR430$23.0M2022-10-31SEC ↗
Q2 2022
13F-HR459$16.2M2022-08-12SEC ↗
Q1 2022
13F-HR491$7.0M2022-04-26SEC ↗
Q4 2021
13F-HR503$7.7M2022-02-04SEC ↗
Q3 2021
13F-HR508$8.4M2021-11-10SEC ↗
Q2 2021
13F-HR509$8.7M2021-08-05SEC ↗
Q1 2021
13F-HR481$7.5M2021-05-03SEC ↗
Q4 2020
13F-HR447$7.3M2021-02-09SEC ↗
Q3 2020
13F-HR422$7.6M2020-11-04SEC ↗
Q2 2020
13F-HR414$6.3M2020-08-12SEC ↗
Q1 2020
13F-HR373$5.3M2020-05-13SEC ↗
Q4 2019
13F-HR383$11.7M2020-02-12SEC ↗
Q3 2019
13F-HR364$10.2M2019-11-13SEC ↗
Q2 2019
13F-HR461$10.3M2019-08-07SEC ↗
Q1 2019
13F-HR394$9.9M2019-05-13SEC ↗
Q4 2018
13F-HR374$6.1M2019-02-05SEC ↗
Q3 2018
13F-HR345$7.1M2018-11-13SEC ↗
Q2 2018
13F-HR363$6.2M2018-08-13SEC ↗
Q1 2018
13F-HR328$5.2M2018-05-11SEC ↗
Q4 2017
13F-HR323$3.8M2018-02-13SEC ↗
Q3 2017
13F-HR312$3.5M2017-11-13SEC ↗
Q2 2017
13F-HR323$3.4M2017-08-07SEC ↗
Q1 2017
13F-HR308$3.3M2017-05-01SEC ↗
Q4 2016
13F-HR286$3.3M2017-01-19SEC ↗
Q3 2016
13F-HR288$3.1M2016-11-02SEC ↗
Q2 2016
13F-HR281$1.5M2016-08-10SEC ↗
Q1 2016
13F-HR255$62.0K2016-05-12SEC ↗
Q4 2015
13F-HR277$92.2K2016-01-22SEC ↗
Q3 2015
13F-HR265$68.4K2015-11-13SEC ↗
Q2 2015
13F-HR301$519.6K2015-08-11SEC ↗
Q1 2015
13F-HR337$2.1M2015-05-14SEC ↗
Q4 2014
13F-HR36$3.7M2015-02-11SEC ↗
Q3 2014
13F-HR256$4.8M2014-11-14SEC ↗
Q2 2014
13F-HR283$5.7M2014-08-15SEC ↗
Q1 2014
13F-HR298$1.5M2014-05-14SEC ↗