Current Market Value 147,960,695
Current Holdings 290
Most Recent File Date 2019-10-28
Total Filings on Record 8
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Winthrop Partners - Wny, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2019-10-28 2019-09-30 13F-HR 290 147,961
2019-08-19 2019-06-30 13F-HR 226 133,464
2019-05-15 2019-03-31 13F-HR 230 128,186
2019-01-22 2018-12-31 13F-HR 243 107,096
2018-11-15 2018-09-30 13F-HR 286 123,705
2018-07-30 2018-06-30 13F-HR 306 120,220
2018-06-13 2018-03-31 13F-HR 439 129,858
2018-03-14 2017-12-31 13F-HR 124 122,548