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Disclosery

Windsor Capital Management, LLC: XLV position timeline

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

Windsor Capital Management, LLC held 14,353 XLV 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 14,353 shares
    Change vs previous 13F -337 shares

    0.62% of the 13F portfolio, value $2,417,414.

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

  2. period ended2026-06-30
    13F 14,690 shares
    Change vs previous 13F +137 shares

    0.61% of the 13F portfolio, value $2,330,741.

    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 14,553 shares
    Change vs previous 13F -619 shares

    0.6% of the 13F portfolio, value $2,133,561.

    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 15,172 shares
    Change vs previous 13F +3 shares

    0.65% of the 13F portfolio, value $2,348,609.

    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 15,169 shares
    Change vs previous 13F +142 shares

    0.58% of the 13F portfolio, value $2,111,113.

    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 15,027 shares
    Change vs previous 13F -917 shares

    0.59% of the 13F portfolio, value $2,025,498.

    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 15,944 shares
    Change vs previous 13F -16 shares

    0.71% of the 13F portfolio, value $2,327,979.

    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 15,960 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,195,738.

    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).