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Disclosery

Windsor Financial Group, LLC: GLD position timeline

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

Windsor Financial Group, LLC held 41,478 GLD 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 41,478 shares
    Change vs previous 13F +240 shares

    2.29% of the 13F portfolio, value $4,895,000.

    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 41,238 shares
    Change vs previous 13F -885 shares

    2.24% of the 13F portfolio, value $4,896,000.

    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 42,123 shares
    Change vs previous 13F -30 shares

    2.18% of the 13F portfolio, value $4,617,000.

    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 42,153 shares
    Change vs previous 13F -825 shares

    2.49% of the 13F portfolio, value $5,296,000.

    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 42,978 shares
    Change vs previous 13F -325 shares

    2.48% of the 13F portfolio, value $5,435,000.

    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 43,303 shares
    Change vs previous 13F 0 shares

    2.31% of the 13F portfolio, value $5,059,000.

    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 43,303 shares
    Change vs previous 13F -1,816 shares

    2.14% of the 13F portfolio, value $4,394,000.

    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 45,119 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $4,821,000.

    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).