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Windsor Capital Management, LLC: CWB position timeline

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

Windsor Capital Management, LLC held 80,797 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,797 shares
    Change vs previous 13F -5,641 shares

    2.26% of the 13F portfolio, value $8,711,595.

    13F-HR 0001172661-26-002512 filed by Windsor Capital Management, 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 86,438 shares
    Change vs previous 13F -2,696 shares

    2.23% of the 13F portfolio, value $7,910,778.

    13F-HR 0001172661-26-001427 filed by Windsor Capital Management, 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 89,134 shares
    Change vs previous 13F -1,982 shares

    2.19% of the 13F portfolio, value $7,950,769.

    13F-HR 0001172661-26-000191 filed by Windsor Capital Management, 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 91,116 shares
    Change vs previous 13F -2,788 shares

    2.28% of the 13F portfolio, value $8,260,671.

    13F-HR 0001172661-25-004167 filed by Windsor Capital Management, 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 93,904 shares
    Change vs previous 13F -2,734 shares

    2.26% of the 13F portfolio, value $7,762,122.

    13F-HR 0001172661-25-002561 filed by Windsor Capital Management, 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 96,638 shares
    Change vs previous 13F -2,967 shares

    2.27% of the 13F portfolio, value $7,404,417.

    13F-HR 0001172661-25-001560 filed by Windsor Capital Management, 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 99,605 shares
    Change vs previous 13F -1,312 shares

    2.3% of the 13F portfolio, value $7,758,273.

    13F-HR 0001172661-25-000383 filed by Windsor Capital Management, 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 100,917 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $7,729,218.

    13F-HR 0001172661-24-004328 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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