Windsor Advisory Group, LLC: IBP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windsor Advisory Group, LLC on IBP, newest first. How the timeline and the estimate are built.
Windsor Advisory Group, LLC held 4,972 IBP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,972 sharesChange vs previous 13F 0 shares
0.83% of the 13F portfolio, value $1,142,764.
13F-HR 0001398344-26-014681 filed by Windsor Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,972 sharesChange vs previous 13F 0 shares
1.1% of the 13F portfolio, value $1,318,326.
13F-HR 0001398344-26-009230 filed by Windsor Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,972 sharesChange vs previous 13F 0 shares
1.15% of the 13F portfolio, value $1,289,687.
13F-HR 0001398344-26-003211 filed by Windsor Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,972 sharesChange vs previous 13F +598 shares
1.09% of the 13F portfolio, value $1,226,394.
13F-HR 0001398344-25-020901 filed by Windsor Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,374 sharesChange vs previous 13F 0 shares
1.12% of the 13F portfolio, value $788,720.
13F-HR 0001398344-25-015393 filed by Windsor Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,374 sharesChange vs previous 13F 0 shares
0.97% of the 13F portfolio, value $749,966.
13F-HR 0001398344-25-009455 filed by Windsor Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,374 sharesChange vs previous 13F 0 shares
0.89% of the 13F portfolio, value $766,544.
13F-HR 0001398344-25-002766 filed by Windsor Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,374 sharesChange vs previous 13F not available
1.22% of the 13F portfolio, value $1,077,185.
13F-HR 0001398344-24-020721 filed by Windsor Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).