Windsor Advisory Group, LLC: VO position timeline

Windsor Advisory Group, LLC held 19,788 VO 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 19,788 shares

   Change vs previous 13F +15,017 shares

   1.16% of the 13F portfolio, value $1,594,319.

   13F-HR 0001398344-26-014681 filed by Windsor Advisory Group, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,771 shares

   Change vs previous 13F +4,084 shares

   1.14% of the 13F portfolio, value $1,370,213.

   13F-HR 0001398344-26-009230 filed by Windsor Advisory Group, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 687 shares

   Change vs previous 13F +687 shares

   0.18% of the 13F portfolio, value $199,285.

   13F-HR 0001398344-26-003211 filed by Windsor Advisory Group, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -3,068 shares

   13F-HR 0001398344-25-009455 filed by Windsor Advisory Group, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 3,068 shares

   Change vs previous 13F not available

   0.94% of the 13F portfolio, value $810,351.

   13F-HR 0001398344-25-002766 filed by Windsor Advisory Group, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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