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advised by LANDMARK EQUITY ADVISORS LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Aug 5, 2013 | $2.3M | 3 | $0 | 0.0% | yes | WIN III PORTFOLIO HOLDINGS, LLC |
| Apr 1, 2013 | $2.3M | 3 | $0 | 0.0% | yes | WIN III PORTFOLIO HOLDINGS, LLC |
| Aug 8, 2012 | $2.9M | 1 | $0 | 0.0% | yes | WIN III PORTFOLIO HOLDINGS, LLC |
| Apr 17, 2012 | $2.9M | 1 | $0 | 0.0% | yes | WIN III PORTFOLIO HOLDINGS, LLC |
| Mar 30, 2012 | $2.9M | 1 | $0 | 0.0% | yes | WIN III PORTFOLIO HOLDINGS, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BANK OF AMERICA | BANK OF AMERICA | Hartford | Connecticut | United States | no | n/a |
| J.P. MORGAN SECURITIES LLC | J.P. MORGAN SECURITIES LLC | Boston | Massachusetts | United States | no | n/a |
| MERRILL LYNCH WEALTH MANAGEMENT | MERRILL LYNCH WEALTH MANAGEMENT | SAN FRANCISCO | California | United States | no | n/a |