| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WIN ADVISORS, INC | 9.6% | $2.78M | 86.5K | WIN ADVISORS, INC | Jun 30, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 12.6K | $440K | +$9.55K | $35.05 | 5 |
| 2025 Q2 | 443K | $14M | +$1.04M | $31.62 | 27 |
| 2025 Q1 | 415K | $12.3M | -$1.46M | $29.69 | 28 |
| 2024 Q4 | 458K | $15.8M | -$375K | $34.38 | 31 |
| 2024 Q3 | 472K | $15.1M | -$13.6K | $32.06 | 32 |
| 2024 Q2 | 503K | $15.4M | -$953K | $30.71 | 34 |
| 2024 Q1 | 532K | $17.1M | -$1.49M | $32.21 | 33 |
| 2023 Q4 | 488K | $14.6M | -$367K | $30.01 | 34 |
| 2023 Q3 | 604K | $17M | -$3.77M | $28.11 | 36 |
| 2023 Q2 | 733K | $21.8M | -$1.54M | $29.77 | 37 |
| 2023 Q1 | 787K | $21.4M | -$10.2M | $27.19 | 37 |
| 2022 Q4 | 1.15M | $29.1M | -$11.5M | $25.22 | 43 |
| 2022 Q3 | 1.63M | $38.2M | -$18.1M | $23.37 | 43 |
| 2022 Q2 | 2.35M | $59.7M | -$118M | $25.31 | 52 |
| 2022 Q1 | 6.68M | $216M | -$882M | $32.31 | 84 |
| 2021 Q4 | 32.7M | $1.13B | +$15.7M | $34.55 | 95 |
| 2021 Q3 | 31.6M | $975M | +$6.18M | $30.82 | 78 |
| 2021 Q2 | 31.9M | $1.08B | +$58M | $33.99 | 83 |
| 2021 Q1 | 30.2M | $994M | +$71M | $32.92 | 69 |
| 2020 Q4 | 26.7M | $748M | +$52M | $28.06 | 59 |
| 2020 Q3 | 24.8M | $578M | +$573M | $23.34 | 45 |
| 2020 Q2 | 181K | $3.49M | +$2.61M | $19.32 | 10 |
| 2020 Q1 | 11.8K | $178K | +$62K | $15.35 | 3 |
| 2019 Q4 | 7.31K | $179K | -$1.2M | $24.55 | 4 |
| 2019 Q3 | 57K | $1.32M | -$4.82M | $22.99 | 4 |
| 2019 Q2 | 258K | $6.16M | +$4.73M | $23.89 | 6 |
| 2019 Q1 | 60.2K | $1.41M | +$25.7K | $23.37 | 6 |
| 2018 Q4 | 59.2K | $1.28M | -$151K | $21.57 | 7 |
| 2018 Q3 | 66.3K | $1.68M | -$36K | $25.39 | 8 |
| 2018 Q2 | 70.1K | $1.71M | -$8.94K | $24.33 | 6 |
| 2018 Q1 | 70.4K | $1.75M | +$1.43M | $25.00 | 7 |
| 2017 Q4 | 13K | $337K | -$1.18M | $26.00 | 6 |
| 2017 Q3 | 58.4K | $1.41M | +$56.6K | $24.18 | 3 |
| 2017 Q2 | 56.1K | $1.36M | -$521K | $24.08 | 4 |
| 2017 Q1 | 77.6K | $1.77M | -$163K | $22.96 | 4 |
| 2016 Q4 | 84.8K | $1.92M | -$340K | $23.34 | 2 |
| 2016 Q3 | 99.8K | $2.05M | +$2.05M | $20.52 | 1 |