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Disclosery

Windsor Financial Group, LLC: AAPL position timeline

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

Windsor Financial Group, LLC held 53,723 AAPL 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 53,723 shares
    Change vs previous 13F -235 shares

    3.61% of the 13F portfolio, value $7,737,000.

    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).

  2. period ended2017-03-31
    13F 53,958 shares
    Change vs previous 13F -3,110 shares

    3.55% of the 13F portfolio, value $7,752,000.

    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 57,068 shares
    Change vs previous 13F -1,079 shares

    3.13% of the 13F portfolio, value $6,610,000.

    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 58,147 shares
    Change vs previous 13F -910 shares

    3.08% of the 13F portfolio, value $6,573,000.

    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 59,057 shares
    Change vs previous 13F +2,891 shares

    2.58% of the 13F portfolio, value $5,646,000.

    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 56,166 shares
    Change vs previous 13F +2,660 shares

    2.8% of the 13F portfolio, value $6,121,000.

    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).

  7. period ended2015-12-31
    13F/A 53,506 shares
    Change vs previous 13F -202 shares

    2.74% of the 13F portfolio, value $5,632,000.

    13F-HR/A 0001132356-16-000007 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).

  8. period ended2015-09-30
    13F 53,708 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $5,924,000.

    13F-HR 0001132356-15-000004 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).