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Disclosery

Winthrop Advisory Group LLC: IVE position timeline

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

Winthrop Advisory Group LLC held 2,563 IVE 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 2,563 shares
    Change vs previous 13F +1,507 shares

    0.04% of the 13F portfolio, value $582,023.

    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 1,056 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $222,943.

    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 1,055 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $223,660.

    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 1,053 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $217,487.

    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 1,052 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $205,546.

    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 1,050 shares
    Change vs previous 13F -604 shares

    0.02% of the 13F portfolio, value $200,200.

    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 1,654 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $315,685.

    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 1,604 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $316,219.

    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).