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Winmark Corporation shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Winmark Corporation

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All positions including Winmark Corporation held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Winmark Corporation by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $256k 678 377.74
2024-12-31 $252k 641 392.95
2024-09-30 $230k 600 382.97
2024-06-30 $216k 613 352.90

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Winmark Corporation

Neuberger Berman Group
BlackRock
Renaissance Technologies
Vanguard Group
AltraVue Capital
Fisher Investments
Port Capital
First Trust Advisors
Nine Ten Capital Management
Jacobs Levy Equity Management
Alliancebernstein
Geode Capital Management
Dimensional Fund Advisors
State Street Corporation
William Blair Investment Management

View all funds holding Winmark Corporation