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Disclosery

Windsor Financial Group, LLC: DTD position timeline

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

Windsor Financial Group, LLC held 5,180 DTD 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 5,180 shares
    Change vs previous 13F -231 shares

    0.21% of the 13F portfolio, value $441,000.

    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 5,411 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $454,000.

    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 5,407 shares
    Change vs previous 13F -95 shares

    0.21% of the 13F portfolio, value $439,000.

    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 5,502 shares
    Change vs previous 13F -299 shares

    0.2% of the 13F portfolio, value $430,000.

    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 5,801 shares
    Change vs previous 13F +7 shares

    0.2% of the 13F portfolio, value $445,000.

    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 5,794 shares
    Change vs previous 13F +405 shares

    0.2% of the 13F portfolio, value $430,000.

    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 5,389 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $386,000.

    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 5,381 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $365,000.

    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).