Skip to content
Disclosery

Windsor Financial Group, LLC: CHRW position timeline

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

Windsor Financial Group, LLC held 52,715 CHRW 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 52,715 shares
    Change vs previous 13F +128 shares

    1.69% of the 13F portfolio, value $3,620,000.

    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 52,587 shares
    Change vs previous 13F -2,072 shares

    1.86% of the 13F portfolio, value $4,064,000.

    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 54,659 shares
    Change vs previous 13F -748 shares

    1.89% of the 13F portfolio, value $4,004,000.

    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 55,407 shares
    Change vs previous 13F -72 shares

    1.83% of the 13F portfolio, value $3,904,000.

    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 55,479 shares
    Change vs previous 13F -1,297 shares

    1.88% of the 13F portfolio, value $4,119,000.

    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 56,776 shares
    Change vs previous 13F +687 shares

    1.93% of the 13F portfolio, value $4,215,000.

    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 56,089 shares
    Change vs previous 13F -1,542 shares

    1.69% of the 13F portfolio, value $3,479,000.

    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 57,631 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,906,000.

    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).