Winmark Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Winmark Corporation
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Quarterly reported holdings in Winmark Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.0k | 497.75 |
| 2025-06-30 | $1.3M | 3.5k | 377.57 |
| 2025-03-31 | $1.1M | 3.4k | 317.90 |
| 2024-12-31 | $1.1M | 2.8k | 393.07 |
| 2023-09-30 | $366k | 980 | 373.26 |
| 2023-06-30 | $270k | 812 | 332.57 |
| 2023-03-31 | $244k | 762 | 320.48 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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