Windsor Financial Group, LLC: EIX position timeline

Windsor Financial Group, LLC held 0 EIX shares at 2016-09-30 per its 13F-HR filed 2016-10-24.

the latest 13F is the newest step

1. period ended2016-09-30

   13F 0 shares

   Change vs previous 13F -48,704 shares

   13F-HR 0001132356-16-000010 filed by Windsor Financial Group, LLC
   Filed 2016-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2016-06-30

   13F 48,704 shares

   Change vs previous 13F -1,223 shares

   1.73% of the 13F portfolio, value $3,783,000.

   13F-HR 0001132356-16-000009 filed by Windsor Financial Group, LLC
   Filed 2016-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2016-03-31

   13F 49,927 shares

   Change vs previous 13F -30,402 shares

   1.64% of the 13F portfolio, value $3,589,000.

   13F-HR 0001132356-16-000008 filed by Windsor Financial Group, LLC
   Filed 2016-04-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2015-12-31

   13F/A 80,329 shares

   Change vs previous 13F -3,202 shares

   2.31% of the 13F portfolio, value $4,756,000.

   13F-HR/A 0001132356-16-000007 filed by Windsor Financial Group, LLC
   Filed 2016-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2015-09-30

   13F 83,531 shares

   Change vs previous 13F not available

   2.53% of the 13F portfolio, value $5,268,000.

   13F-HR 0001132356-15-000004 filed by Windsor Financial Group, LLC
   Filed 2015-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).