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Windsor Advisory Group, LLC: VT position timeline

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

Windsor Advisory Group, LLC held 27,435 VT 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 27,435 shares
    Change vs previous 13F +1,601 shares

    3.13% of the 13F portfolio, value $4,306,001.

    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 25,834 shares
    Change vs previous 13F +722 shares

    2.99% of the 13F portfolio, value $3,573,375.

    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 25,112 shares
    Change vs previous 13F +1,220 shares

    3.16% of the 13F portfolio, value $3,542,263.

    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 23,892 shares
    Change vs previous 13F +527 shares

    2.91% of the 13F portfolio, value $3,292,276.

    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 23,365 shares
    Change vs previous 13F -44,155 shares

    4.26% of the 13F portfolio, value $3,002,878.

    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 67,520 shares
    Change vs previous 13F -25,227 shares

    10.12% of the 13F portfolio, value $7,828,896.

    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 92,747 shares
    Change vs previous 13F +101 shares

    12.67% of the 13F portfolio, value $10,895,883.

    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 92,646 shares
    Change vs previous 13F not available

    12.52% of the 13F portfolio, value $11,089,716.

    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).