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Disclosery

Winthrop Advisory Group LLC: SUSA position timeline

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

Winthrop Advisory Group LLC held 13,163 SUSA 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 13,163 shares
    Change vs previous 13F +1,573 shares

    0.14% of the 13F portfolio, value $2,031,004.

    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 11,590 shares
    Change vs previous 13F -716 shares

    0.13% of the 13F portfolio, value $1,531,020.

    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 12,306 shares
    Change vs previous 13F +37 shares

    0.15% of the 13F portfolio, value $1,714,737.

    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 12,269 shares
    Change vs previous 13F -18 shares

    0.15% of the 13F portfolio, value $1,664,327.

    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 12,287 shares
    Change vs previous 13F -479 shares

    0.15% of the 13F portfolio, value $1,557,422.

    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 12,766 shares
    Change vs previous 13F -543 shares

    0.18% of the 13F portfolio, value $1,466,379.

    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 13,309 shares
    Change vs previous 13F -804 shares

    0.19% of the 13F portfolio, value $1,618,286.

    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 14,113 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,698,722.

    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).