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Winthrop Advisory Group LLC: SPTM position timeline

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

Winthrop Advisory Group LLC held 462,176 SPTM 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 462,176 shares
    Change vs previous 13F -2,080 shares

    2.83% of the 13F portfolio, value $41,960,931.

    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 464,256 shares
    Change vs previous 13F +8,817 shares

    3% of the 13F portfolio, value $36,704,109.

    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 455,439 shares
    Change vs previous 13F -17,387 shares

    3.18% of the 13F portfolio, value $37,573,705.

    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 472,826 shares
    Change vs previous 13F -7,317 shares

    3.34% of the 13F portfolio, value $38,133,442.

    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 480,143 shares
    Change vs previous 13F +55,239 shares

    3.47% of the 13F portfolio, value $35,957,916.

    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 424,904 shares
    Change vs previous 13F -30,548 shares

    3.47% of the 13F portfolio, value $28,897,735.

    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 455,452 shares
    Change vs previous 13F -2,586 shares

    3.9% of the 13F portfolio, value $32,532,965.

    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 458,038 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $32,090,138.

    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).