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Winthrop Capital Management, LLC: XLB position timeline

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

Winthrop Capital Management, LLC held 40,009 XLB 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 40,009 shares
    Change vs previous 13F +1,078 shares

    0.49% of the 13F portfolio, value $2,034,000.

    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 38,931 shares
    Change vs previous 13F -1,322 shares

    0.5% of the 13F portfolio, value $1,945,000.

    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 40,253 shares
    Change vs previous 13F +20,044 shares

    0.43% of the 13F portfolio, value $1,825,000.

    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 20,209 shares
    Change vs previous 13F +245 shares

    0.44% of the 13F portfolio, value $1,811,000.

    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 19,964 shares
    Change vs previous 13F +100 shares

    0.44% of the 13F portfolio, value $1,753,000.

    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 19,864 shares
    Change vs previous 13F -55 shares

    0.47% of the 13F portfolio, value $1,708,000.

    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 19,919 shares
    Change vs previous 13F -161 shares

    0.44% of the 13F portfolio, value $1,669,000.

    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 20,080 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,935,000.

    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).