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Disclosery

Winthrop Partners - WNY, LLC: IBDS position timeline

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

Winthrop Partners - WNY, LLC held 246,226 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 246,226 shares
    Change vs previous 13F +1,106 shares

    2.95% of the 13F portfolio, value $5,963,594.

    13F-HR 0001376474-26-000494 filed by Winthrop Partners - WNY, 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 245,120 shares
    Change vs previous 13F +5,230 shares

    3.17% of the 13F portfolio, value $5,941,709.

    13F-HR 0001376474-26-000359 filed by Winthrop Partners - WNY, 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 239,890 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $5,824,529.

    13F-HR 0001376474-26-000231 filed by Winthrop Partners - WNY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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