Skip to content
Disclosery

Winthrop Advisory Group LLC: XLF position timeline

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

Winthrop Advisory Group LLC held 12,079 XLF 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 12,079 shares
    Change vs previous 13F +3,975 shares

    0.04% of the 13F portfolio, value $647,563.

    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 8,104 shares
    Change vs previous 13F +91 shares

    0.03% of the 13F portfolio, value $400,107.

    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 8,013 shares
    Change vs previous 13F -991 shares

    0.04% of the 13F portfolio, value $438,897.

    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 9,004 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $485,056.

    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 9,000 shares
    Change vs previous 13F +2,226 shares

    0.05% of the 13F portfolio, value $471,320.

    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 6,774 shares
    Change vs previous 13F +1,146 shares

    0.04% of the 13F portfolio, value $337,422.

    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 5,628 shares
    Change vs previous 13F +617 shares

    0.03% of the 13F portfolio, value $272,020.

    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 5,011 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $227,089.

    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).