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Winthrop Advisory Group LLC: VXF position timeline

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

Winthrop Advisory Group LLC held 105,228 VXF 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 105,228 shares
    Change vs previous 13F +6,772 shares

    1.75% of the 13F portfolio, value $25,908,102.

    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 98,456 shares
    Change vs previous 13F +7,848 shares

    1.66% of the 13F portfolio, value $20,262,263.

    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 90,608 shares
    Change vs previous 13F +5,202 shares

    1.61% of the 13F portfolio, value $18,948,032.

    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 85,406 shares
    Change vs previous 13F +11,312 shares

    1.56% of the 13F portfolio, value $17,878,863.

    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 74,094 shares
    Change vs previous 13F +5,946 shares

    1.38% of the 13F portfolio, value $14,278,728.

    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 68,148 shares
    Change vs previous 13F -2,730 shares

    1.41% of the 13F portfolio, value $11,739,183.

    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 70,878 shares
    Change vs previous 13F +3,321 shares

    1.62% of the 13F portfolio, value $13,465,344.

    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 67,557 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $12,327,568.

    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).