Windsor Capital Management, LLC: IBHG position timeline

Windsor Capital Management, LLC held 16,467 IBHG 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 16,467 shares

   Change vs previous 13F +1,575 shares

   0.09% of the 13F portfolio, value $358,651.

   13F-HR 0001172661-26-004507 filed by Windsor Capital Management, LLC
   Accepted 2026-10-13 17:48:15 UTC, ingested 2026-10-13 17:49:13 UTC

2. period ended2026-06-30

   13F 14,892 shares

   Change vs previous 13F +3,842 shares

   0.09% of the 13F portfolio, value $328,815.

   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).

3. period ended2026-03-31

   13F 11,050 shares

   Change vs previous 13F +150 shares

   0.07% of the 13F portfolio, value $244,537.

   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).

4. period ended2025-12-31

   13F 10,900 shares

   Change vs previous 13F -1,226 shares

   0.07% of the 13F portfolio, value $243,288.

   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).

5. period ended2025-09-30

   13F 12,126 shares

   Change vs previous 13F +85 shares

   0.08% of the 13F portfolio, value $272,714.

   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).

6. period ended2025-06-30

   13F 12,041 shares

   Change vs previous 13F -449 shares

   0.08% of the 13F portfolio, value $271,404.

   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).

7. period ended2025-03-31

   13F 12,490 shares

   Change vs previous 13F +431 shares

   0.09% of the 13F portfolio, value $278,839.

   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).

8. period ended2024-12-31

   13F 12,059 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $268,192.

   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).