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Disclosery

Windsor Financial Group, LLC: BSV position timeline

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

Windsor Financial Group, LLC held 47,250 BSV 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 47,250 shares
    Change vs previous 13F +7,359 shares

    1.76% of the 13F portfolio, value $3,773,000.

    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 39,891 shares
    Change vs previous 13F -1,046 shares

    1.46% of the 13F portfolio, value $3,180,000.

    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 40,937 shares
    Change vs previous 13F +511 shares

    1.54% of the 13F portfolio, value $3,252,000.

    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 40,426 shares
    Change vs previous 13F +192 shares

    1.53% of the 13F portfolio, value $3,268,000.

    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 40,234 shares
    Change vs previous 13F -761 shares

    1.49% of the 13F portfolio, value $3,261,000.

    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 40,995 shares
    Change vs previous 13F +3,154 shares

    1.51% of the 13F portfolio, value $3,305,000.

    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 37,841 shares
    Change vs previous 13F -6,148 shares

    1.46% of the 13F portfolio, value $3,011,000.

    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 43,989 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,536,000.

    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).