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Windsor Capital Management, LLC: IBDS position timeline

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

Windsor Capital Management, LLC held 363,900 IBDS 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 363,900 shares
    Change vs previous 13F +363,900 shares

    2.29% of the 13F portfolio, value $8,813,665.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -444,891 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 444,891 shares
    Change vs previous 13F -15,104 shares

    2.99% of the 13F portfolio, value $10,828,647.

    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).

  4. period ended2025-06-30
    13F 459,995 shares
    Change vs previous 13F -39,586 shares

    3.26% of the 13F portfolio, value $11,164,079.

    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).

  5. period ended2025-03-31
    13F 499,581 shares
    Change vs previous 13F +5,601 shares

    3.71% of the 13F portfolio, value $12,079,869.

    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).

  6. period ended2024-12-31
    13F 493,980 shares
    Change vs previous 13F +3,560 shares

    3.51% of the 13F portfolio, value $11,835,761.

    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).

  7. period ended2024-09-30
    13F 490,420 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $11,951,535.

    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).