Skip to content
Disclosery

Windsor Financial Group, LLC: AXP position timeline

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

Windsor Financial Group, LLC held 16,588 AXP 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 16,588 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,397,000.

    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 16,588 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,312,000.

    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 16,588 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,229,000.

    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 16,588 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,062,000.

    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 16,588 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,008,000.

    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 16,588 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,018,000.

    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 16,588 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,154,000.

    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 16,588 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,230,000.

    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).