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Winthrop Capital Management, LLC: XLY position timeline

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

Winthrop Capital Management, LLC held 79,515 XLY 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 79,515 shares
    Change vs previous 13F +920 shares

    2.25% of the 13F portfolio, value $9,326,000.

    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 78,595 shares
    Change vs previous 13F +635 shares

    2.2% of the 13F portfolio, value $8,565,000.

    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 77,960 shares
    Change vs previous 13F +39,227 shares

    2.17% of the 13F portfolio, value $9,309,000.

    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 38,733 shares
    Change vs previous 13F +314 shares

    2.24% of the 13F portfolio, value $9,282,000.

    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 38,419 shares
    Change vs previous 13F +11,631 shares

    2.11% of the 13F portfolio, value $8,350,000.

    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 26,788 shares
    Change vs previous 13F -2,255 shares

    1.46% of the 13F portfolio, value $5,290,000.

    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 29,043 shares
    Change vs previous 13F +2,726 shares

    1.75% of the 13F portfolio, value $6,565,000.

    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 26,317 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $5,273,000.

    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).