Skip to content
Disclosery

Windsor Advisory Group, LLC: WS position timeline

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

Windsor Advisory Group, LLC held 195,284 WS 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 195,284 shares
    Change vs previous 13F -80,601 shares

    4.76% of the 13F portfolio, value $6,557,622.

    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 275,885 shares
    Change vs previous 13F +68,330 shares

    7% of the 13F portfolio, value $8,373,110.

    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 207,555 shares
    Change vs previous 13F +74,021 shares

    6.41% of the 13F portfolio, value $7,185,554.

    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 133,534 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $4,058,098.

    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).