Skip to content
Disclosery

Winthrop Advisory Group LLC: IJR position timeline

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

Winthrop Advisory Group LLC held 5,057 IJR 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 5,057 shares
    Change vs previous 13F +634 shares

    0.05% of the 13F portfolio, value $749,957.

    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 4,423 shares
    Change vs previous 13F -54 shares

    0.04% of the 13F portfolio, value $549,790.

    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 4,477 shares
    Change vs previous 13F -204 shares

    0.05% of the 13F portfolio, value $537,990.

    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 4,681 shares
    Change vs previous 13F +929 shares

    0.05% of the 13F portfolio, value $556,260.

    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 3,752 shares
    Change vs previous 13F +275 shares

    0.04% of the 13F portfolio, value $410,069.

    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 3,477 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $363,550.

    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 3,428 shares
    Change vs previous 13F -88 shares

    0.05% of the 13F portfolio, value $394,973.

    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 3,516 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $411,253.

    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).