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Disclosery

Windsor Capital Management, LLC: IVV position timeline

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

Windsor Capital Management, LLC held 59,122 IVV 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 59,122 shares
    Change vs previous 13F +787 shares

    11.51% of the 13F portfolio, value $44,276,298.

    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 58,335 shares
    Change vs previous 13F -730 shares

    10.74% of the 13F portfolio, value $38,105,137.

    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 59,065 shares
    Change vs previous 13F -101 shares

    11.17% of the 13F portfolio, value $40,455,846.

    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 59,166 shares
    Change vs previous 13F +2,153 shares

    10.93% of the 13F portfolio, value $39,600,273.

    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 57,013 shares
    Change vs previous 13F +1,338 shares

    10.32% of the 13F portfolio, value $35,399,463.

    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 55,675 shares
    Change vs previous 13F -1,748 shares

    9.6% of the 13F portfolio, value $31,283,605.

    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 57,423 shares
    Change vs previous 13F -221 shares

    10.03% of the 13F portfolio, value $33,804,108.

    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 57,644 shares
    Change vs previous 13F not available

    9.65% of the 13F portfolio, value $33,250,300.

    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).