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Disclosery

Windsor Advisory Group, LLC: WOR position timeline

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

Windsor Advisory Group, LLC held 389,601 WOR 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 389,601 shares
    Change vs previous 13F -70,032 shares

    15.21% of the 13F portfolio, value $20,944,954.

    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 459,633 shares
    Change vs previous 13F +87,351 shares

    20.03% of the 13F portfolio, value $23,965,269.

    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 372,282 shares
    Change vs previous 13F +78,197 shares

    17.13% of the 13F portfolio, value $19,198,587.

    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 294,085 shares
    Change vs previous 13F not available

    14.44% of the 13F portfolio, value $16,318,781.

    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).