Windsor Capital Management, LLC: IWM position timeline

Windsor Capital Management, LLC held 3,041 IWM 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 3,041 shares

   Change vs previous 13F -17 shares

   0.24% of the 13F portfolio, value $913,955.

   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 3,058 shares

   Change vs previous 13F -6 shares

   0.21% of the 13F portfolio, value $758,363.

   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 3,064 shares

   Change vs previous 13F -405 shares

   0.21% of the 13F portfolio, value $754,206.

   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 3,469 shares

   Change vs previous 13F -7 shares

   0.23% of the 13F portfolio, value $839,560.

   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 3,476 shares

   Change vs previous 13F -107 shares

   0.22% of the 13F portfolio, value $750,193.

   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).

6. period ended2025-03-31

   13F 3,583 shares

   Change vs previous 13F +102 shares

   0.22% of the 13F portfolio, value $714,863.

   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).

7. period ended2024-12-31

   13F 3,481 shares

   Change vs previous 13F -308 shares

   0.23% of the 13F portfolio, value $769,253.

   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).

8. period ended2024-09-30

   13F 3,789 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $837,032.

   13F-HR 0001172661-24-004328 filed by Windsor Capital Management, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).