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Winthrop Partners - WNY, LLC: IBDX position timeline

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

Winthrop Partners - WNY, LLC held 88,182 IBDX 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 88,182 shares
    Change vs previous 13F +13,134 shares

    1.1% of the 13F portfolio, value $2,221,305.

    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 75,048 shares
    Change vs previous 13F +25,360 shares

    1.01% of the 13F portfolio, value $1,896,463.

    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 49,688 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,268,535.

    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).