Skip to content
Disclosery

Winthrop Capital Management, LLC: USMV position timeline

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

Winthrop Capital Management, LLC held 97,379 USMV 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 97,379 shares
    Change vs previous 13F -4,426 shares

    2.27% of the 13F portfolio, value $9,393,000.

    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 101,805 shares
    Change vs previous 13F -10,679 shares

    2.42% of the 13F portfolio, value $9,441,000.

    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 112,484 shares
    Change vs previous 13F -3,889 shares

    2.47% of the 13F portfolio, value $10,591,000.

    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 116,373 shares
    Change vs previous 13F +4,816 shares

    2.68% of the 13F portfolio, value $11,072,000.

    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 111,557 shares
    Change vs previous 13F -4,812 shares

    2.65% of the 13F portfolio, value $10,472,000.

    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 116,369 shares
    Change vs previous 13F -2,320 shares

    3% of the 13F portfolio, value $10,899,000.

    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 118,689 shares
    Change vs previous 13F +560 shares

    2.8% of the 13F portfolio, value $10,530,000.

    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).

  8. period ended2024-09-30
    13F 118,129 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $10,786,000.

    13F-HR 0001999371-24-014240 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).