Ownership history in Winch Advisory Services, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in ETFS AMERICAN CONSERVATIVE VALUES ETF (ACVF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 4,357 | +5 | +0.1% | 0.05% | $215K | $49.39 |
| 2025 Q3 | ADDED | 4,352 | +6 | +0.1% | 0.05% | $215K | $49.24 |
| 2025 Q2 | ADDED | 4,346 | +6 | +0.1% | 0.05% | $205K | $47.02 |
| 2025 Q1 | ADDED | 4,340 | +6 | +0.1% | 0.05% | $186K | $42.63 |
| 2024 Q4 | ADDED | 4,334 | +6 | +0.1% | 0.05% | $189K | $43.45 |
| 2024 Q3 | ADDED | 4,328 | +6 | +0.1% | 0.05% | $189K | $43.31 |
| 2024 Q2 | ADDED | 4,322 | +5 | +0.1% | 0.05% | $178K | $40.89 |
| 2024 Q1 | ADDED | 4,317 | +5 | +0.1% | 0.05% | $175K | $40.04 |
| 2023 Q4 | ADDED | 4,312 | +12 | +0.3% | 0.05% | $157K | $36.04 |
| 2023 Q3 | ADDED | 4,300 | +5 | +0.1% | 0.05% | $142K | $32.53 |
As of 2025 Q4 — sorted by position size