Skip to content
Disclosery

Winthrop Advisory Group LLC: SCHB position timeline

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

Winthrop Advisory Group LLC held 2,487,708 SCHB 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 2,487,708 shares
    Change vs previous 13F +92,674 shares

    4.85% of the 13F portfolio, value $72,044,005.

    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 2,395,034 shares
    Change vs previous 13F +100,796 shares

    4.91% of the 13F portfolio, value $60,115,343.

    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 2,294,238 shares
    Change vs previous 13F -14,315 shares

    5.1% of the 13F portfolio, value $60,177,854.

    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 2,308,553 shares
    Change vs previous 13F +23,233 shares

    5.19% of the 13F portfolio, value $59,352,883.

    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 2,285,320 shares
    Change vs previous 13F +852,738 shares

    5.25% of the 13F portfolio, value $54,459,171.

    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 1,432,582 shares
    Change vs previous 13F -43,797 shares

    3.71% of the 13F portfolio, value $30,843,474.

    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 1,476,379 shares
    Change vs previous 13F +1,077,345 shares

    4.02% of the 13F portfolio, value $33,513,812.

    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 399,034 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $26,543,739.

    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).