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Winter & Associates, Inc. → CPER

Winter & Associates, Inc. CPER Position History

CPER

Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$639K
Q1 2026$1.2M
Q2 2026$1.9M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M22.1K——
Q2 2026$1.9M20.4K——
Q1 2026$1.2M12.5K——
Q4 2025$639K8.2K——

Other funds holding CPER

Other Winter & Associates, Inc. positions

VSH

VICTORY PORTFOLIOS II

$19.9M
VSH

VICTORY PORTFOLIOS II

$18M
VSH

VICTORY PORTFOLIOS II

$10M
QCOM

PACER FDS TR

$9.9M
MSFT

DIMENSIONAL ETF TRUST

$8.8M
QCOM

PACER FDS TR

$8.1M
MSFT

DIMENSIONAL ETF TRUST

$7.7M
VSH

VICTORY PORTFOLIOS II

$6.7M