Skip to content
Disclosery

Winthrop Advisory Group LLC: DFUS position timeline

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

Winthrop Advisory Group LLC held 29,092 DFUS 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 29,092 shares
    Change vs previous 13F +1,023 shares

    0.16% of the 13F portfolio, value $2,383,833.

    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 28,069 shares
    Change vs previous 13F +22 shares

    0.16% of the 13F portfolio, value $1,990,357.

    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 28,047 shares
    Change vs previous 13F +154 shares

    0.18% of the 13F portfolio, value $2,080,274.

    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 27,893 shares
    Change vs previous 13F +383 shares

    0.18% of the 13F portfolio, value $2,020,578.

    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 27,510 shares
    Change vs previous 13F +22 shares

    0.18% of the 13F portfolio, value $1,843,748.

    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 27,488 shares
    Change vs previous 13F +18 shares

    0.2% of the 13F portfolio, value $1,662,502.

    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 27,470 shares
    Change vs previous 13F +28 shares

    0.21% of the 13F portfolio, value $1,751,237.

    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 27,442 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,706,874.

    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).