Skip to content
Disclosery

Windsor Financial Group, LLC: AAP position timeline

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

Windsor Financial Group, LLC held 0 AAP shares at 2017-06-30 per its 13F-HR filed 2017-08-03.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 0 shares
    Change vs previous 13F -35,867 shares

    13F-HR 0001132356-17-000004 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2017-03-31
    13F 35,867 shares
    Change vs previous 13F -375 shares

    2.44% of the 13F portfolio, value $5,318,000.

    13F-HR 0001132356-17-000003 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F 36,242 shares
    Change vs previous 13F -545 shares

    2.9% of the 13F portfolio, value $6,129,000.

    13F-HR 0001132356-17-000002 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 36,787 shares
    Change vs previous 13F +7,245 shares

    2.57% of the 13F portfolio, value $5,486,000.

    13F-HR 0001132356-16-000010 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 29,542 shares
    Change vs previous 13F +245 shares

    2.18% of the 13F portfolio, value $4,775,000.

    13F-HR 0001132356-16-000009 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 29,297 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $4,697,000.

    13F-HR 0001132356-16-000008 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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