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Disclosery

Winthrop Advisory Group LLC: IVV position timeline

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

Winthrop Advisory Group LLC held 197,805 IVV 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 197,805 shares
    Change vs previous 13F +9,737 shares

    9.98% of the 13F portfolio, value $148,134,319.

    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 188,068 shares
    Change vs previous 13F +6,443 shares

    10.04% of the 13F portfolio, value $122,847,972.

    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 181,625 shares
    Change vs previous 13F +1,541 shares

    10.54% of the 13F portfolio, value $124,402,562.

    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 180,084 shares
    Change vs previous 13F +3,495 shares

    10.54% of the 13F portfolio, value $120,530,297.

    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 176,589 shares
    Change vs previous 13F +12,776 shares

    10.58% of the 13F portfolio, value $109,643,815.

    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 163,813 shares
    Change vs previous 13F -2,156 shares

    11.07% of the 13F portfolio, value $92,046,446.

    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 165,969 shares
    Change vs previous 13F -44,652 shares

    11.72% of the 13F portfolio, value $97,702,481.

    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 210,621 shares
    Change vs previous 13F not available

    12.29% of the 13F portfolio, value $99,461,401.

    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).