Winch Advisory Services, LLC KPLT KATAPULT HOLDINGS INC NEW

Ownership history in Winch Advisory Services, LLC  ·  10 quarters on record

AI Ownership Summary

Winch Advisory Services, LLC reported KATAPULT HOLDINGS INC NEW (KPLT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows KPLT 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 KPLT 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 KATAPULT HOLDINGS INC 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

How Winch Advisory Services, LLC held KPLT — position size vs. price
% of Fund (quarterly)    KPLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1 0% 0.00% $7 2026-04-30 $7.15
2025 Q4 UNCHANGED 1 0% 0.00% $6 2026-02-03 $6.16
2025 Q3 UNCHANGED 1 0% 0.00% $12 2025-11-12 $6.30
2025 Q2 UNCHANGED 1 0% 0.00% $8 2025-08-07 $12.93
2025 Q1 UNCHANGED 1 0% 0.00% $10 2025-05-06 $7.30
2024 Q4 UNCHANGED 1 0% 0.00% $7 2025-01-14 $6.85
2024 Q3 UNCHANGED 1 0% 0.00% $10 2024-10-21 $9.01
2024 Q2 UNCHANGED 1 0% 0.00% $17 2024-07-31 $20.80
2024 Q1 UNCHANGED 1 0% 0.00% $12 2024-05-14 $17.50
2023 Q4 INITIATED 1 0.00% $11 2024-01-18 $11.32

FAQ About Winch Advisory Services, LLC and KPLT

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 KPLT?

Winch Advisory Services, LLC reported KPLT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for KPLT was 0.00% in 2024 Q2.

What is the latest reported KPLT position on this page?

The most recent filing on this page is 2026 Q1, when Winch Advisory Services, LLC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $7.

What does the chart on this KPLT ownership page compare?

The chart compares Winch Advisory Services, LLC's quarterly KPLT 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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