Filer Snapshot

WIN ADVISORS, INC

CIK 0001897144. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

26

Latest Filing

01 May 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 01 May 2026 for CIK 0001897144.

View Source Filing
Business address
11440 North Jog Rd, Palm Beach Gardens, FL, 33418-3764
Top securities (13F)
PWB, ILCB, HGER, CGDV, VFMO, BKLC, GAL, CWB, EPS, DHS, USMV, IWY, SCHD, BIL, FTC, FTGC, MTUM, GEV, GLW, and CIEN
Top holdings (Schedule 13G)
AGZD and FTXR
State of incorporation
FL
Fiscal year end
31 December

Filer intelligence

What SEC filings say about WIN ADVISORS, INC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $218.63M across 78 reported holdings for Q1 2026.
  • Largest parsed 13F holding: PWB at $15.99M.
  • 2 recent 13D/G stake rows found; top row is FTXR at 0% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 78 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 2 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 01 May 2026

PWB

7.3%

Invesco Exchange Traded Fd T

$15.99M

ILCB

6.8%

Ishares Tr

$14.86M

HGER

6.7%

Harbor Etf Trust

$14.55M

CGDV

5.2%

Capital Group Dividend Value

$11.46M

VFMO

5%

Vanguard Wellington Fd

$10.95M

13D/G large-stake context

FTXR

04 Aug 2025 · EXCHANGE TRADED PRODUCT

0%
Issuer page 13D/G history

AGZD

30 Jun 2025 · EXCHANGE TRADED PRODUCT

0.6%
Issuer page 13D/G history

Latest update

What changed recently for WIN ADVISORS, INC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2026.

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Benchmark Context

Benchmark context for this company

WIN ADVISORS, INC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

WIN ADVISORS, INC has filed 26 SEC EDGAR filings since 14 Feb 2022. Common forms include 13F-HR, SCHEDULE 13G/A, SCHEDULE 13G, N-PX and more.

WIN ADVISORS, INC SEC filings WIN ADVISORS, INC 13F portfolio WIN ADVISORS, INC 13D/G history

Latest Filings

Recent SEC filings for WIN ADVISORS, INC with direct links to document and filing folders.

13F-HR File 028-22036

13F-HR filing

Filing date
01 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
04 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
17 Nov 2025
Reporting date
Not listed
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
04 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
18 Aug 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
18 Aug 2025
Reporting date
Not listed
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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N-PX File 028-22036

N-PX filing

Filing date
07 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
07 May 2025
Reporting date
Not listed
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
23 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Feb 2025
Reporting date
Not listed
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
27 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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SC 13G

WIN ADVISORS, INC

Filing date
14 Nov 2024
Reporting date
Not listed
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
31 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-22036

N-PX filing

Filing date
22 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
02 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
24 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
05 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
30 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
14 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
28 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
14 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
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13F-HR File 028-22036

13F-HR filing

Filing date
27 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
18 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
13 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-22036

13F-HR filing

Filing date
14 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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About this filer

WIN ADVISORS, INC files with the SEC under CIK 0001897144. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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