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Disclosery

Windsor Capital Management, LLC: USRT position timeline

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

Windsor Capital Management, LLC held 67,817 USRT 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 67,817 shares
    Change vs previous 13F +1,373 shares

    1.17% of the 13F portfolio, value $4,506,481.

    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 66,444 shares
    Change vs previous 13F +1,183 shares

    1.11% of the 13F portfolio, value $3,932,847.

    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 65,261 shares
    Change vs previous 13F +477 shares

    1.03% of the 13F portfolio, value $3,717,244.

    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 64,784 shares
    Change vs previous 13F +4,416 shares

    1.05% of the 13F portfolio, value $3,804,169.

    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 60,368 shares
    Change vs previous 13F +1,982 shares

    1% of the 13F portfolio, value $3,414,388.

    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 58,386 shares
    Change vs previous 13F +716 shares

    1.03% of the 13F portfolio, value $3,363,018.

    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 57,670 shares
    Change vs previous 13F -828 shares

    0.98% of the 13F portfolio, value $3,305,082.

    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 58,498 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,601,726.

    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).