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Disclosery

Windsor Financial Group, LLC: L position timeline

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

Windsor Financial Group, LLC held 101,824 L 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 101,824 shares
    Change vs previous 13F -700 shares

    2.23% of the 13F portfolio, value $4,766,000.

    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 102,524 shares
    Change vs previous 13F -1,825 shares

    2.2% of the 13F portfolio, value $4,795,000.

    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 104,349 shares
    Change vs previous 13F -550 shares

    2.31% of the 13F portfolio, value $4,887,000.

    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 104,899 shares
    Change vs previous 13F -4,200 shares

    2.03% of the 13F portfolio, value $4,317,000.

    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 109,099 shares
    Change vs previous 13F +475 shares

    2.04% of the 13F portfolio, value $4,483,000.

    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 108,624 shares
    Change vs previous 13F +10,054 shares

    1.9% of the 13F portfolio, value $4,156,000.

    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 98,570 shares
    Change vs previous 13F -44,939 shares

    1.84% of the 13F portfolio, value $3,785,000.

    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 143,509 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $5,186,000.

    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).