Winch Advisory Services, LLC BRCC — BRC INC CL A

Ownership history in Winch Advisory Services, LLC  ·  19 quarters on record

AI Ownership Summary

Winch Advisory Services, LLC reported BRC INC CL A (BRCC) in 19 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows BRCC 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRCC 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 BRC INC CL A, 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 Q3

BRCC 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
2024 Q2 to 2026 Q3

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 BRCC — position size vs. price
% of Fund (quarterly)    BRCC 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 Q3 REDUCED — — — 50 -450 -90.0% 0.00% $453 2026-11-06 $9.66
2026 Q2 UNCHANGED — — — 500 — 0% 0.00% $555 2026-08-06 $9.61
2026 Q1 UNCHANGED — — — 500 — 0% 0.00% $388 2026-04-30 $10.80
2025 Q4 UNCHANGED — — — 500 — 0% 0.00% $555 2026-02-03 $7.88
2025 Q3 UNCHANGED — — — 500 — 0% 0.00% $780 2025-11-12 $13.00
2025 Q2 UNCHANGED — — — 500 — 0% 0.00% $655 2025-08-07 $15.50
2025 Q1 UNCHANGED — — — 500 — 0% 0.00% $1K 2025-05-06 $17.60
2024 Q4 UNCHANGED — — — 500 — 0% 0.00% $2K 2025-01-14 $29.50
2024 Q3 UNCHANGED — — — 500 — 0% 0.00% $2K 2024-10-21 $33.40
2024 Q2 UNCHANGED — — — 500 — 0% 0.00% $3K 2024-07-31 $57.10
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Winch Advisory Services, LLC and BRCC

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 BRCC?

Winch Advisory Services, LLC reported BRCC across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

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

What is the latest reported BRCC position on this page?

The most recent filing on this page is 2026 Q3, when Winch Advisory Services, LLC reported 50 shares, equal to 0.00% of portfolio, with an estimated market value of $453.

What does the chart on this BRCC ownership page compare?

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