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Manager record

Winthrop Partners - WNY, LLC

Buffalo, NY · CIK 1734109 · 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.

$202.21MReported 13F valueQ2 2026 · as filed
87Holdings listed
+7.7%vs prior quartervalue change includes market moves
3Quarters on record
Jul 15Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $185.7M$185.7MQ4 202584 holdingsQ1 2026: $187.7M$187.7MQ1 202687 holdingsQ2 2026: $202.2M$202.2MQ2 202687 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
Jul 15 2026 13F-HR · period Q2 2026

$202.21M · 87 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$187.68M · 87 holdings listed · View original SEC filing ↗
Mar 12 2026 13F-HR · period Q4 2025

$185.69M · 84 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: Q2 2026 · latest filing Jul 15, 2026 · Change methodology