Windsor Advisory Group, LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windsor Advisory Group, LLC on VZ, newest first. How the timeline and the estimate are built.
Windsor Advisory Group, LLC held 36,623 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 36,623 sharesChange vs previous 13F +1,851 shares
1.13% of the 13F portfolio, value $1,550,618.
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 34,772 sharesChange vs previous 13F +821 shares
1.46% of the 13F portfolio, value $1,745,554.
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 33,951 sharesChange vs previous 13F 0 shares
1.23% of the 13F portfolio, value $1,382,824.
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 33,951 sharesChange vs previous 13F +26,713 shares
1.32% of the 13F portfolio, value $1,492,146.
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 7,238 sharesChange vs previous 13F +238 shares
0.44% of the 13F portfolio, value $313,188.
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 7,000 sharesChange vs previous 13F -2,149 shares
0.41% of the 13F portfolio, value $317,520.
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 9,149 sharesChange vs previous 13F -30,002 shares
0.43% of the 13F portfolio, value $365,869.
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 39,151 sharesChange vs previous 13F not available
1.98% of the 13F portfolio, value $1,758,271.
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).