Skip to content
Disclosery

Winthrop Advisory Group LLC: ITOT position timeline

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

Winthrop Advisory Group LLC held 1,025,806 ITOT 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 1,025,806 shares
    Change vs previous 13F +57,491 shares

    11.35% of the 13F portfolio, value $168,509,083.

    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 968,315 shares
    Change vs previous 13F +50,003 shares

    11.27% of the 13F portfolio, value $137,917,140.

    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 918,312 shares
    Change vs previous 13F +17,865 shares

    11.57% of the 13F portfolio, value $136,543,834.

    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 900,447 shares
    Change vs previous 13F +35,636 shares

    11.47% of the 13F portfolio, value $131,150,170.

    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 864,811 shares
    Change vs previous 13F +49,091 shares

    11.27% of the 13F portfolio, value $116,784,019.

    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 815,720 shares
    Change vs previous 13F +664 shares

    11.96% of the 13F portfolio, value $99,525,940.

    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 815,056 shares
    Change vs previous 13F +30,862 shares

    12.58% of the 13F portfolio, value $104,832,484.

    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 784,194 shares
    Change vs previous 13F not available

    12.18% of the 13F portfolio, value $98,510,467.

    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).