Skip to content
Disclosery

Winthrop Advisory Group LLC: LPLA position timeline

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

Winthrop Advisory Group LLC held 19,758 LPLA 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 19,758 shares
    Change vs previous 13F +93 shares

    0.37% of the 13F portfolio, value $5,565,334.

    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 19,665 shares
    Change vs previous 13F -58 shares

    0.48% of the 13F portfolio, value $5,915,963.

    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 19,723 shares
    Change vs previous 13F -556 shares

    0.6% of the 13F portfolio, value $7,041,975.

    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 20,279 shares
    Change vs previous 13F -75 shares

    0.59% of the 13F portfolio, value $6,746,771.

    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 20,354 shares
    Change vs previous 13F -225 shares

    0.74% of the 13F portfolio, value $7,632,205.

    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 20,579 shares
    Change vs previous 13F -375 shares

    0.81% of the 13F portfolio, value $6,732,184.

    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 20,954 shares
    Change vs previous 13F +151 shares

    0.82% of the 13F portfolio, value $6,841,565.

    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 20,803 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,839,473.

    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).