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Disclosery

Winthrop Advisory Group LLC: SOXX position timeline

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

Winthrop Advisory Group LLC held 1,634 SOXX 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 1,634 shares
    Change vs previous 13F +393 shares

    0.07% of the 13F portfolio, value $1,046,899.

    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 1,241 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $407,743.

    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 1,240 shares
    Change vs previous 13F +97 shares

    0.03% of the 13F portfolio, value $373,542.

    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 1,143 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $309,841.

    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 1,142 shares
    Change vs previous 13F +1,142 shares

    0.03% of the 13F portfolio, value $272,652.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.