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Winthrop Partners - WNY, LLC: IBDW position timeline

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

Winthrop Partners - WNY, LLC held 222,319 IBDW 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 222,319 shares
    Change vs previous 13F +9,543 shares

    2.29% of the 13F portfolio, value $4,633,128.

    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 212,776 shares
    Change vs previous 13F +9,527 shares

    2.37% of the 13F portfolio, value $4,453,402.

    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 203,249 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $4,298,716.

    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).