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Disclosery

Winthrop Advisory Group LLC: SPY position timeline

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

Winthrop Advisory Group LLC held 29,388 SPY 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 29,388 shares
    Change vs previous 13F +336 shares

    1.48% of the 13F portfolio, value $22,000,902.

    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 29,052 shares
    Change vs previous 13F +502 shares

    1.55% of the 13F portfolio, value $18,945,917.

    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 28,550 shares
    Change vs previous 13F -883 shares

    1.65% of the 13F portfolio, value $19,525,516.

    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 29,433 shares
    Change vs previous 13F -221 shares

    1.72% of the 13F portfolio, value $19,661,702.

    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 29,654 shares
    Change vs previous 13F +2,820 shares

    1.77% of the 13F portfolio, value $18,374,006.

    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 26,834 shares
    Change vs previous 13F -5,052 shares

    1.81% of the 13F portfolio, value $15,055,926.

    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 31,886 shares
    Change vs previous 13F +74 shares

    2.24% of the 13F portfolio, value $18,687,611.

    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 31,812 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $18,308,220.

    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).