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Winthrop Partners - WNY, LLC: IVV position timeline

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

Winthrop Partners - WNY, LLC held 6,981 IVV 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 6,981 shares
    Change vs previous 13F -252 shares

    2.59% of the 13F portfolio, value $5,228,001.

    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 7,233 shares
    Change vs previous 13F -57 shares

    2.52% of the 13F portfolio, value $4,724,668.

    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 7,290 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $4,993,213.

    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).