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Winthrop Capital Management, LLC: IVW position timeline

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

Winthrop Capital Management, LLC held 9,581 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,581 shares
    Change vs previous 13F -2,363 shares

    0.32% of the 13F portfolio, value $1,318,000.

    13F-HR 0001999371-26-017740 filed by Winthrop Capital Management, 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 11,944 shares
    Change vs previous 13F -1,518 shares

    0.35% of the 13F portfolio, value $1,351,000.

    13F-HR 0001999371-26-009196 filed by Winthrop Capital Management, 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 13,462 shares
    Change vs previous 13F -32 shares

    0.39% of the 13F portfolio, value $1,659,000.

    13F-HR 0001999371-26-002954 filed by Winthrop Capital Management, 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 13,494 shares
    Change vs previous 13F +2 shares

    0.39% of the 13F portfolio, value $1,629,000.

    13F-HR 0001999371-25-017607 filed by Winthrop Capital Management, 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 13,492 shares
    Change vs previous 13F +2 shares

    0.38% of the 13F portfolio, value $1,485,000.

    13F-HR 0001999371-25-010763 filed by Winthrop Capital Management, 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 13,490 shares
    Change vs previous 13F -190 shares

    0.34% of the 13F portfolio, value $1,252,000.

    13F-HR 0001999371-25-005506 filed by Winthrop Capital Management, 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 13,680 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,401,000.

    13F-HR 0001839882-25-008932 filed by Winthrop Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).