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Disclosery

Winthrop Advisory Group LLC: IWV position timeline

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

Winthrop Advisory Group LLC held 16,711 IWV 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 16,711 shares
    Change vs previous 13F -111 shares

    0.48% of the 13F portfolio, value $7,125,511.

    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 16,822 shares
    Change vs previous 13F +297 shares

    0.51% of the 13F portfolio, value $6,235,471.

    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 16,525 shares
    Change vs previous 13F -604 shares

    0.54% of the 13F portfolio, value $6,392,521.

    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 17,129 shares
    Change vs previous 13F +270 shares

    0.57% of the 13F portfolio, value $6,490,818.

    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 16,859 shares
    Change vs previous 13F +1,972 shares

    0.57% of the 13F portfolio, value $5,917,366.

    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 14,887 shares
    Change vs previous 13F -4,533 shares

    0.57% of the 13F portfolio, value $4,728,639.

    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 19,420 shares
    Change vs previous 13F +110 shares

    0.78% of the 13F portfolio, value $6,491,278.

    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 19,310 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,309,037.

    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).