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Manager record

Winthrop Advisory Group LLC

Boston, MA · CIK 1739043 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.61BReported 13F valueQ3 2026 · as filed
335Holdings listed
+8.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.0B$1.0BQ2 2025181 holdingsQ3 2025: $1.1B$1.1BQ3 2025191 holdingsQ4 2025: $1.2B$1.2BQ4 2025275 holdingsQ1 2026: $1.2B$1.2BQ1 2026283 holdingsQ2 2026: $1.5B$1.5BQ2 2026331 holdingsQ3 2026: $1.6B$1.6BQ3 2026335 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$1.61B · 335 holdings listed · View original SEC filing ↗
Jul 17 2026 13F-HR · period Q2 2026

$1.48B · 331 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$1.22B · 283 holdings listed · View original SEC filing ↗
Jan 21 2026 13F-HR/A · period Q4 2025

$1.18B · 275 holdings listed · amendment (restatement) · View original SEC filing ↗
Jan 21 2026 13F-HR · period Q4 2025

$1.18B · 188 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$1.14B · 191 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$1.04B · 181 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology