Entity type
Company
Filer Snapshot
Winthrop Partners - WNY, LLC
CIK 0001734109. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
10
Latest filing
07 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$187.68M
87 holdings for Q1 2026
Open portfolioLargest parsed holding
IXUS
$8.58M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 07 May 2026 for CIK 0001734109.
- Ownership signals
-
SEC value by filing type
Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.
Latest 13F portfolio$187.68MQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$187.68MMarket value from the latest parsed Form 13F portfolio.
Largest 13F positions
IXUS AVGO AAPL IWR WMT+15 more
IGIB VB IBDS JPM IBDR IBDU IBDT MSFT MSI GOOG IVV IDV ETN IBDV IBDWLargest symbols in the latest parsed 13F information table.
Largest 13F positions
Largest symbols in the latest parsed Form 13F information table.
IXUS AVGO AAPL IWR WMT IGIB VB IBDS+12 more
JPM IBDR IBDU IBDT MSFT MSI GOOG IVV IDV ETN IBDV IBDWHow to read these SEC values
- Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
- Open the linked research paths when you need to verify the exact SEC filing behind a value.
- Business address
- 835 Washington Street, Suite 118, Buffalo, NY, 14203
- State of incorporation
- NY
- Fiscal year-end
- 31 December
Ownership signals
1 signal
Identity
1 identity field
SEC profile 2 profile fields
Filer intelligence
What SEC filings say about Winthrop Partners - WNY, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $187.68M across 87 reported holdings for Q1 2026.
- Largest parsed 13F holding: IXUS at $8.58M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
20%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$37.42M
Compared with $187.68M total 13F value.
Top 5 net change
-$274.1K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: ZTS ยท Largest trim: MDT
IXUS
AVGO
AAPL
IWR
WMT
Other holdings
Latest update
What changed recently for Winthrop Partners - WNY, LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
07 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 07 May 2026.
Benchmark Context
Benchmark context for this company
Winthrop Partners - WNY, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001734109 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
10
First seen
14 Mar 2018
Latest filing
07 May 2026
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 10 of 10 SEC filings for Winthrop Partners - WNY, LLC.
13F-HR
13F-HR filing
- Filing date
- 07 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Mar 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 28 Oct 2019
- Reporting date
- 30 Sep 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 19 Aug 2019
- Reporting date
- 30 Jun 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 May 2019
- Reporting date
- 31 Mar 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 22 Jan 2019
- Reporting date
- 31 Dec 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 Nov 2018
- Reporting date
- 30 Sep 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 30 Jul 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Jun 2018
- Reporting date
- 31 Mar 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Mar 2018
- Reporting date
- 31 Dec 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing