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Winthrop Advisory Group LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Winthrop Advisory Group LLC on ACWX, newest first. How the timeline and the estimate are built.

Winthrop Advisory Group LLC held 1,382,668 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,382,668 shares
    Change vs previous 13F +111,706 shares

    7.09% of the 13F portfolio, value $105,234,819.

    13F-HR 0001739043-26-000006 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,270,962 shares
    Change vs previous 13F +145,750 shares

    7.11% of the 13F portfolio, value $87,022,791.

    13F-HR 0001739043-26-000004 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 1,125,212 shares
    Change vs previous 13F +77,711 shares

    6.4% of the 13F portfolio, value $75,535,447.

    13F-HR/A 0001739043-26-000003 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,047,501 shares
    Change vs previous 13F +78,982 shares

    5.96% of the 13F portfolio, value $68,098,011.

    13F-HR 0001739043-25-000007 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 968,519 shares
    Change vs previous 13F +48,116 shares

    5.69% of the 13F portfolio, value $59,021,513.

    13F-HR 0001739043-25-000004 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 920,403 shares
    Change vs previous 13F +162,790 shares

    6.14% of the 13F portfolio, value $51,036,365.

    13F-HR 0001739043-25-000003 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 757,613 shares
    Change vs previous 13F +408,828 shares

    4.74% of the 13F portfolio, value $39,517,107.

    13F-HR 0001739043-25-000002 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 348,785 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $19,957,464.

    13F-HR 0001739043-24-000009 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).