Winch Advisory Services, LLC

Position in SNOW — Snowflake Inc.

CIK 1585822 Appleton, WI

Position in SNOW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,781

+$726 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,411

of 1,453 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Winch Advisory Services, LLC holds $3,332,007 across 12 Software - Application names. SNOW ranks #10 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	12,969	$2,031,723
2	ADBE	Adobe Inc.	4,851	$994,552
3	ROP	Roper Technologies Inc	757	$256,161
4	SAP	Sap SE	165	$25,428
5	UBER	Uber Technologies, Inc	125	$9,020
6	SHOP	Shopify Inc.	29	$3,311
7	NOW	ServiceNow, Inc.	30	$2,978
8	ADP	Automatic Data Processing Inc	12	$2,687

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,781	7	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,055	7	0.0%	Shares	Sole	2026-04-30
2025-12-31	$1,535	7	0.0%	Shares	Sole	2026-02-03
2025-09-30	$1,578	7	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,566	7	-73.1%	Shares	Sole	2025-08-07
2025-03-31	$3,800	26	0.0%	Shares	Sole	2025-05-06
2024-12-31	$4,014	26	0.0%	Shares	Sole	2025-01-14
2024-09-30	$2,986	26	-60.6%	Shares	Sole	2024-10-21
2024-06-30	$8,915	66	+37.5%	Shares	Sole	2024-07-31
2024-03-31	$7,756	48	+17.1%	Shares	Sole	2024-05-14
2023-12-31	$8,159	41	-76.2%	Shares	Sole	2024-01-18
2022-03-31	$39,410	172	+191.5%	Shares	Sole	2022-04-26
2021-12-31	$19,986	59	+47.5%	Shares	Sole	2022-02-04
2021-06-30	$9,672	40	-28.6%	Shares	Sole	2021-08-05
2021-03-31	$12,839	56	+47.4%	Shares	Sole	2021-05-03
2020-12-31	$10,693	38	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.