Winch Advisory Services, LLC
Position in SFGYY — Sony Financial Group Inc./ADR
CIK 1585822
Appleton, WI
Position in SFGYY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$34
-$2 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 21 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFGYY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Winch Advisory Services, LLC holds $13,371 across 4 Insurance - Life names. SFGYY ranks #4 (0.3% of the industry book) .
All Filings in SFGYY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34 | 8 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $36 | 8 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $41 | 8 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||