Windsor Capital Management, LLC: IBDT position timeline

Windsor Capital Management, LLC held 516,289 IBDT 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 516,289 shares

   Change vs previous 13F +17,356 shares

   3.39% of the 13F portfolio, value $13,036,312.

   13F-HR 0001172661-26-002512 filed by Windsor Capital Management, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 498,933 shares

   Change vs previous 13F +16,666 shares

   3.56% of the 13F portfolio, value $12,637,983.

   13F-HR 0001172661-26-001427 filed by Windsor Capital Management, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 482,267 shares

   Change vs previous 13F -1,079 shares

   3.39% of the 13F portfolio, value $12,276,118.

   13F-HR 0001172661-26-000191 filed by Windsor Capital Management, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 483,346 shares

   Change vs previous 13F +14,193 shares

   3.41% of the 13F portfolio, value $12,335,008.

   13F-HR 0001172661-25-004167 filed by Windsor Capital Management, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 469,153 shares

   Change vs previous 13F -1,438 shares

   3.48% of the 13F portfolio, value $11,925,867.

   13F-HR 0001172661-25-002561 filed by Windsor Capital Management, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 470,591 shares

   Change vs previous 13F +12,313 shares

   3.65% of the 13F portfolio, value $11,887,129.

   13F-HR 0001172661-25-001560 filed by Windsor Capital Management, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 458,278 shares

   Change vs previous 13F +2,742 shares

   3.39% of the 13F portfolio, value $11,411,143.

   13F-HR 0001172661-25-000383 filed by Windsor Capital Management, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 455,536 shares

   Change vs previous 13F not available

   3.38% of the 13F portfolio, value $11,629,833.

   13F-HR 0001172661-24-004328 filed by Windsor Capital Management, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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