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Disclosery

Winthrop Partners - WNY, LLC: IDV position timeline

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

Winthrop Partners - WNY, LLC held 107,760 IDV 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 107,760 shares
    Change vs previous 13F -1,253 shares

    2.21% of the 13F portfolio, value $4,464,497.

    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 109,013 shares
    Change vs previous 13F -626 shares

    2.47% of the 13F portfolio, value $4,639,593.

    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 109,639 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,325,259.

    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).