Windsor Capital Management, LLC: IBDV position timeline

Windsor Capital Management, LLC held 356,462 IBDV 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 356,462 shares

   Change vs previous 13F +114,049 shares

   2.02% of the 13F portfolio, value $7,770,891.

   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 242,413 shares

   Change vs previous 13F +13,892 shares

   1.5% of the 13F portfolio, value $5,306,422.

   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 228,521 shares

   Change vs previous 13F +9,002 shares

   1.39% of the 13F portfolio, value $5,043,458.

   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 219,519 shares

   Change vs previous 13F +101,140 shares

   1.34% of the 13F portfolio, value $4,862,346.

   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 118,379 shares

   Change vs previous 13F not available

   0.76% of the 13F portfolio, value $2,601,970.

   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).