Winthrop Advisory Group LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Winthrop Advisory Group LLC on WMT, newest first. How the timeline and the estimate are built.
Winthrop Advisory Group LLC held 22,342 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 22,342 sharesChange vs previous 13F -785 shares
0.17% of the 13F portfolio, value $2,530,412.
13F-HR 0001739043-26-000006 filed by Winthrop Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,127 sharesChange vs previous 13F -121 shares
0.24% of the 13F portfolio, value $2,879,918.
13F-HR 0001739043-26-000004 filed by Winthrop Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 23,248 sharesChange vs previous 13F +301 shares
0.22% of the 13F portfolio, value $2,597,500.
13F-HR/A 0001739043-26-000003 filed by Winthrop Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,947 sharesChange vs previous 13F +245 shares
0.21% of the 13F portfolio, value $2,364,885.
13F-HR 0001739043-25-000007 filed by Winthrop Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,702 sharesChange vs previous 13F -1,727 shares
0.21% of the 13F portfolio, value $2,219,761.
13F-HR 0001739043-25-000004 filed by Winthrop Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,429 sharesChange vs previous 13F -251 shares
0.26% of the 13F portfolio, value $2,150,330.
13F-HR 0001739043-25-000003 filed by Winthrop Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,680 sharesChange vs previous 13F -104 shares
0.27% of the 13F portfolio, value $2,229,850.
13F-HR 0001739043-25-000002 filed by Winthrop Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,784 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $2,001,319.
13F-HR 0001739043-24-000009 filed by Winthrop Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).