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Disclosery

Winthrop Advisory Group LLC: IWD position timeline

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

Winthrop Advisory Group LLC held 24,452 IWD 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 24,452 shares
    Change vs previous 13F +185 shares

    0.4% of the 13F portfolio, value $5,927,858.

    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 24,267 shares
    Change vs previous 13F +1,492 shares

    0.42% of the 13F portfolio, value $5,185,128.

    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 22,775 shares
    Change vs previous 13F +1,211 shares

    0.41% of the 13F portfolio, value $4,790,510.

    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 21,564 shares
    Change vs previous 13F +2,729 shares

    0.38% of the 13F portfolio, value $4,390,204.

    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 18,835 shares
    Change vs previous 13F +1,229 shares

    0.35% of the 13F portfolio, value $3,658,270.

    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 17,606 shares
    Change vs previous 13F +149 shares

    0.4% of the 13F portfolio, value $3,312,803.

    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 17,457 shares
    Change vs previous 13F +2,561 shares

    0.39% of the 13F portfolio, value $3,231,881.

    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 14,896 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,827,236.

    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).