Winch Advisory Services, LLC

SEC CIK: 0001585822
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

EXC holding history

Exelon Corp in every 13F filed by Winch Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overview All 13F holders of EXC Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of EXC by Winch Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−111−100.0%	Sold out	Holders
Q4 2024	111	$4.18K	<0.1%	+111	New	Holders
Q2 2024	0	$0	0.0%	−126−100.0%	Sold out	Holders
Q1 2024	126	$4.75K	<0.1%	+126	New	Holders