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Disclosery

Windsor Financial Group, LLC: GIS position timeline

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

Windsor Financial Group, LLC held 37,880 GIS 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 37,880 shares
    Change vs previous 13F +3 shares

    0.98% of the 13F portfolio, value $2,099,000.

    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 37,877 shares
    Change vs previous 13F -972 shares

    1.02% of the 13F portfolio, value $2,235,000.

    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 38,849 shares
    Change vs previous 13F -1,223 shares

    1.13% of the 13F portfolio, value $2,400,000.

    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 40,072 shares
    Change vs previous 13F -542 shares

    1.2% of the 13F portfolio, value $2,560,000.

    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 40,614 shares
    Change vs previous 13F -1,338 shares

    1.32% of the 13F portfolio, value $2,897,000.

    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 41,952 shares
    Change vs previous 13F -1,172 shares

    1.22% of the 13F portfolio, value $2,658,000.

    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 43,124 shares
    Change vs previous 13F -1,672 shares

    1.21% of the 13F portfolio, value $2,487,000.

    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 44,796 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,514,000.

    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).