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Disclosery

Windsor Capital Management, LLC: XLY position timeline

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

Windsor Capital Management, LLC held 20,165 XLY 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 20,165 shares
    Change vs previous 13F -299 shares

    0.56% of the 13F portfolio, value $2,194,793.

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

  2. period ended2026-06-30
    13F 20,464 shares
    Change vs previous 13F -88 shares

    0.62% of the 13F portfolio, value $2,400,052.

    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 20,552 shares
    Change vs previous 13F -290 shares

    0.63% of the 13F portfolio, value $2,239,754.

    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 20,842 shares
    Change vs previous 13F +10,221 shares

    0.69% of the 13F portfolio, value $2,488,779.

    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 10,621 shares
    Change vs previous 13F +158 shares

    0.7% of the 13F portfolio, value $2,545,370.

    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 10,463 shares
    Change vs previous 13F -914 shares

    0.66% of the 13F portfolio, value $2,273,815.

    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 11,377 shares
    Change vs previous 13F -299 shares

    0.69% of the 13F portfolio, value $2,246,464.

    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 11,676 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,619,530.

    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).