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Windsor Capital Management, LLC: XLU position timeline

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

Windsor Capital Management, LLC held 13,733 XLU 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 13,733 shares
    Change vs previous 13F +192 shares

    0.14% of the 13F portfolio, value $541,627.

    13F-HR 0001172661-26-004507 filed by Windsor Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,541 shares
    Change vs previous 13F -107 shares

    0.16% of the 13F portfolio, value $613,973.

    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).

  3. period ended2026-03-31
    13F 13,648 shares
    Change vs previous 13F -898 shares

    0.18% of the 13F portfolio, value $626,314.

    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).

  4. period ended2025-12-31
    13F 14,546 shares
    Change vs previous 13F +7,125 shares

    0.17% of the 13F portfolio, value $620,955.

    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).

  5. period ended2025-09-30
    13F 7,421 shares
    Change vs previous 13F -68 shares

    0.18% of the 13F portfolio, value $647,260.

    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).

  6. period ended2025-06-30
    13F 7,489 shares
    Change vs previous 13F -116 shares

    0.18% of the 13F portfolio, value $611,592.

    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).

  7. period ended2025-03-31
    13F 7,605 shares
    Change vs previous 13F -151 shares

    0.18% of the 13F portfolio, value $599,638.

    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).

  8. period ended2024-12-31
    13F 7,756 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $587,114.

    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).