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Disclosery

Winthrop Advisory Group LLC: IWF position timeline

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

Winthrop Advisory Group LLC held 189,751 IWF 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 189,751 shares
    Change vs previous 13F +142,056 shares

    1.59% of the 13F portfolio, value $23,561,393.

    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 47,695 shares
    Change vs previous 13F -271 shares

    1.66% of the 13F portfolio, value $20,337,120.

    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 47,966 shares
    Change vs previous 13F -245 shares

    1.92% of the 13F portfolio, value $22,702,415.

    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 48,211 shares
    Change vs previous 13F -45 shares

    1.98% of the 13F portfolio, value $22,582,631.

    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 48,256 shares
    Change vs previous 13F +6,270 shares

    1.98% of the 13F portfolio, value $20,488,528.

    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 41,986 shares
    Change vs previous 13F -8,137 shares

    1.82% of the 13F portfolio, value $15,160,731.

    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 50,123 shares
    Change vs previous 13F -42 shares

    2.42% of the 13F portfolio, value $20,128,334.

    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 50,165 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $18,831,001.

    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).