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Disclosery

Winthrop Advisory Group LLC: LQD position timeline

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

Winthrop Advisory Group LLC held 2,428 LQD 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 2,428 shares
    Change vs previous 13F -351 shares

    0.02% of the 13F portfolio, value $264,857.

    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 2,779 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $302,857.

    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 2,792 shares
    Change vs previous 13F -454 shares

    0.03% of the 13F portfolio, value $307,703.

    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 3,246 shares
    Change vs previous 13F -92 shares

    0.03% of the 13F portfolio, value $361,788.

    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 3,338 shares
    Change vs previous 13F -893 shares

    0.04% of the 13F portfolio, value $365,826.

    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 4,231 shares
    Change vs previous 13F -3,126 shares

    0.06% of the 13F portfolio, value $459,856.

    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 7,357 shares
    Change vs previous 13F -2,204 shares

    0.09% of the 13F portfolio, value $786,028.

    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 9,561 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,080,209.

    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).