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Kingsview Wealth Management, LLC

Position in WINA — Winmark Corp

CIK 1791965 GRANTS PASS, OR

Position in WINA

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$3,671,798
-$1,081,905 QoQ
Shares Held
8,588
-10.1% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority Sole 72% Shared 0% None 28%

Common Shares in WINA Over Time

Shares Held

Position Value (USD)

Position in Specialty Retail

Consumer Cyclical · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $4,834,005 across 5 Specialty Retail names.

# Ticker Company Shares Value (USD) Open

All Filings in WINA

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,671,798 8,588
2025-09-30 $4,753,703 9,550