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Windsor Capital Management, LLC: IBDW position timeline

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

Windsor Capital Management, LLC held 458,782 IBDW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 458,782 shares
    Change vs previous 13F +25,038 shares

    2.37% of the 13F portfolio, value $9,203,167.

    13F-HR 0001172661-26-004507 filed by Windsor Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 433,744 shares
    Change vs previous 13F +397,386 shares

    2.35% of the 13F portfolio, value $9,039,225.

    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).

  3. period ended2026-03-31
    13F 36,358 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $760,973.

    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).