Skip to content
Disclosery

Windsor Financial Group, LLC: NVS position timeline

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

Windsor Financial Group, LLC held 58,318 NVS 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 58,318 shares
    Change vs previous 13F -2,333 shares

    2.27% of the 13F portfolio, value $4,868,000.

    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 60,651 shares
    Change vs previous 13F -1,200 shares

    2.07% of the 13F portfolio, value $4,505,000.

    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 61,851 shares
    Change vs previous 13F +1,252 shares

    2.13% of the 13F portfolio, value $4,505,000.

    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 60,599 shares
    Change vs previous 13F -3,039 shares

    2.25% of the 13F portfolio, value $4,785,000.

    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 63,638 shares
    Change vs previous 13F +2,998 shares

    2.4% of the 13F portfolio, value $5,251,000.

    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 60,640 shares
    Change vs previous 13F +4,957 shares

    2.01% of the 13F portfolio, value $4,393,000.

    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 55,683 shares
    Change vs previous 13F +5,157 shares

    2.33% of the 13F portfolio, value $4,791,000.

    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 50,526 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $4,644,000.

    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).