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Disclosery

Windsor Financial Group, LLC: BRK-B position timeline

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

Windsor Financial Group, LLC held 59,846 BRK-B 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 59,846 shares
    Change vs previous 13F +115 shares

    4.73% of the 13F portfolio, value $10,136,000.

    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 59,731 shares
    Change vs previous 13F -428 shares

    4.56% of the 13F portfolio, value $9,956,000.

    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 60,159 shares
    Change vs previous 13F -730 shares

    4.64% of the 13F portfolio, value $9,805,000.

    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 60,889 shares
    Change vs previous 13F -1,365 shares

    4.13% of the 13F portfolio, value $8,797,000.

    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 62,254 shares
    Change vs previous 13F -70 shares

    4.11% of the 13F portfolio, value $9,014,000.

    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 62,324 shares
    Change vs previous 13F +2,150 shares

    4.04% of the 13F portfolio, value $8,842,000.

    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 60,174 shares
    Change vs previous 13F -914 shares

    3.87% of the 13F portfolio, value $7,945,000.

    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 61,088 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $7,966,000.

    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).