Winch Advisory Services, LLC IMOS — CHIPMOS TECHNOLOGIES INC SPON ADR NEW

Ownership history in Winch Advisory Services, LLC  ·  7 quarters on record

AI Ownership Summary

Winch Advisory Services, LLC reported CHIPMOS TECHNOLOGIES INC SPON ADR NEW (IMOS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows IMOS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IMOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Winch Advisory Services, LLC's position in CHIPMOS TECHNOLOGIES INC SPON ADR NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMOS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IMOS stock page Winch Advisory Services, LLC fund profile Winch Advisory Services, LLC full holdings
How Winch Advisory Services, LLC held IMOS — position size vs. price
% of Fund (quarterly)    IMOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 60 — 0% 0.00% $2K 2026-04-30 $45.62
2025 Q4 UNCHANGED — — — 60 — 0% 0.00% $2K 2026-02-03 $35.20
2025 Q3 REDUCED 40.0% +55.4% ❌ 60 -40 -40.0% 0.00% $1K 2025-11-12 $25.76
2025 Q2 UNCHANGED — — — 100 — 0% 0.00% $2K 2025-08-07 $17.88
2025 Q1 UNCHANGED — — — 100 — 0% 0.00% $2K 2025-05-06 $16.58
2024 Q4 UNCHANGED — — — 100 — 0% 0.00% $2K 2025-01-14 $17.51
2024 Q3 INITIATED — — — 100 — — 0.00% $2K 2024-10-21 $21.69

🏢 Other funds also holding IMOS

As of 2026 Q1 — sorted by position size

DELPHI MANAGEMENT INC /MA/ 3Y 7Y 0.3% LVW Advisors, LLC 3Y 7Y 0.03% Kathmere Capital Management, LLC 3Y 0.01% SIGNATUREFD, LLC 3Y 7Y 0.01% GAMMA Investing LLC 0.01% Bell Investment Advisors, Inc 3Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% JNBA Financial Advisors 3Y 7Y 0.0% Coston, McIsaac & Partners 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Winch Advisory Services, LLC and IMOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Winch Advisory Services, LLC reported owning IMOS?

Winch Advisory Services, LLC reported IMOS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IMOS position in Winch Advisory Services, LLC's portfolio?

The largest reported portfolio weight for IMOS was 0.00% in 2024 Q3.

What is the latest reported IMOS position on this page?

The most recent filing on this page is 2026 Q1, when Winch Advisory Services, LLC reported 60 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this IMOS ownership page compare?

The chart compares Winch Advisory Services, LLC's quarterly IMOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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