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Disclosery

Windsor Capital Management, LLC: ICVT position timeline

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

Windsor Capital Management, LLC held 12,792 ICVT 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 12,792 shares
    Change vs previous 13F +428 shares

    0.4% of the 13F portfolio, value $1,557,328.

    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 ended2026-03-31
    13F 12,364 shares
    Change vs previous 13F +291 shares

    0.35% of the 13F portfolio, value $1,258,544.

    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).

  3. period ended2025-12-31
    13F 12,073 shares
    Change vs previous 13F -674 shares

    0.33% of the 13F portfolio, value $1,189,211.

    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).

  4. period ended2025-09-30
    13F 12,747 shares
    Change vs previous 13F +492 shares

    0.35% of the 13F portfolio, value $1,275,349.

    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).

  5. period ended2025-06-30
    13F 12,255 shares
    Change vs previous 13F +1,001 shares

    0.32% of the 13F portfolio, value $1,104,180.

    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).

  6. period ended2025-03-31
    13F 11,254 shares
    Change vs previous 13F +45 shares

    0.29% of the 13F portfolio, value $940,959.

    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).

  7. period ended2024-12-31
    13F 11,209 shares
    Change vs previous 13F -1,010 shares

    0.28% of the 13F portfolio, value $952,493.

    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).

  8. period ended2024-09-30
    13F 12,219 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,022,395.

    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).