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Disclosery

Winthrop Advisory Group LLC: IWB position timeline

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

Winthrop Advisory Group LLC held 247,599 IWB 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 247,599 shares
    Change vs previous 13F -1,841 shares

    6.83% of the 13F portfolio, value $101,391,861.

    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 249,440 shares
    Change vs previous 13F +1,607 shares

    7.27% of the 13F portfolio, value $88,940,383.

    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 247,833 shares
    Change vs previous 13F -6,058 shares

    7.84% of the 13F portfolio, value $92,550,920.

    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 253,891 shares
    Change vs previous 13F -3,221 shares

    8.12% of the 13F portfolio, value $92,792,259.

    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 257,112 shares
    Change vs previous 13F +26,957 shares

    8.42% of the 13F portfolio, value $87,307,491.

    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 230,155 shares
    Change vs previous 13F -20,237 shares

    8.49% of the 13F portfolio, value $70,597,873.

    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 250,392 shares
    Change vs previous 13F -1,336 shares

    9.68% of the 13F portfolio, value $80,666,424.

    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 251,728 shares
    Change vs previous 13F not available

    9.78% of the 13F portfolio, value $79,140,876.

    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).