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Winthrop Capital Management, LLC: XLV position timeline

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

Winthrop Capital Management, LLC held 65,145 XLV 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 65,145 shares
    Change vs previous 13F +1,185 shares

    2.5% of the 13F portfolio, value $10,336,000.

    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 63,960 shares
    Change vs previous 13F -343 shares

    2.41% of the 13F portfolio, value $9,377,000.

    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 64,303 shares
    Change vs previous 13F -116 shares

    2.32% of the 13F portfolio, value $9,954,000.

    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 64,419 shares
    Change vs previous 13F +1,477 shares

    2.17% of the 13F portfolio, value $8,965,000.

    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 62,942 shares
    Change vs previous 13F +396 shares

    2.14% of the 13F portfolio, value $8,484,000.

    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 62,546 shares
    Change vs previous 13F +12,806 shares

    2.51% of the 13F portfolio, value $9,132,000.

    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 49,740 shares
    Change vs previous 13F +375 shares

    1.82% of the 13F portfolio, value $6,826,000.

    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 49,365 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $7,603,000.

    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).