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Disclosery

Windsor Advisory Group, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windsor Advisory Group, LLC on IWM, newest first. How the timeline and the estimate are built.

Windsor Advisory Group, LLC held 721 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 721 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $216,566.

    13F-HR 0001398344-26-014681 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 721 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $178,746.

    13F-HR 0001398344-26-009230 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 721 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $177,409.

    13F-HR 0001398344-26-003211 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 704 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $170,250.

    13F-HR 0001398344-25-020901 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 703 shares
    Change vs previous 13F -680 shares

    0.22% of the 13F portfolio, value $151,606.

    13F-HR 0001398344-25-015393 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,383 shares
    Change vs previous 13F -18 shares

    0.36% of the 13F portfolio, value $275,795.

    13F-HR 0001398344-25-009455 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,401 shares
    Change vs previous 13F +19 shares

    0.36% of the 13F portfolio, value $309,664.

    13F-HR 0001398344-25-002766 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,382 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $305,354.

    13F-HR 0001398344-24-020721 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).