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Disclosery

Windsor Financial Group, LLC: DUK position timeline

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

Windsor Financial Group, LLC held 48,129 DUK 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 48,129 shares
    Change vs previous 13F +93 shares

    1.88% of the 13F portfolio, value $4,023,000.

    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 48,036 shares
    Change vs previous 13F -736 shares

    1.81% of the 13F portfolio, value $3,939,000.

    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 48,772 shares
    Change vs previous 13F -310 shares

    1.79% of the 13F portfolio, value $3,786,000.

    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 49,082 shares
    Change vs previous 13F -1,320 shares

    1.84% of the 13F portfolio, value $3,929,000.

    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 50,402 shares
    Change vs previous 13F -1,056 shares

    1.97% of the 13F portfolio, value $4,324,000.

    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 51,458 shares
    Change vs previous 13F +107 shares

    1.9% of the 13F portfolio, value $4,152,000.

    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 51,351 shares
    Change vs previous 13F -1,999 shares

    1.78% of the 13F portfolio, value $3,666,000.

    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 53,350 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $3,838,000.

    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).