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Disclosery

Windsor Financial Group, LLC: PFE position timeline

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

Windsor Financial Group, LLC held 118,178 PFE 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 118,178 shares
    Change vs previous 13F -255 shares

    1.85% of the 13F portfolio, value $3,970,000.

    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 118,433 shares
    Change vs previous 13F -8,964 shares

    1.86% of the 13F portfolio, value $4,052,000.

    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 127,397 shares
    Change vs previous 13F +74 shares

    1.96% of the 13F portfolio, value $4,138,000.

    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 127,323 shares
    Change vs previous 13F -4,642 shares

    2.02% of the 13F portfolio, value $4,312,000.

    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 131,965 shares
    Change vs previous 13F -1,319 shares

    2.12% of the 13F portfolio, value $4,646,000.

    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 133,284 shares
    Change vs previous 13F +8,272 shares

    1.81% of the 13F portfolio, value $3,951,000.

    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 125,012 shares
    Change vs previous 13F -5,065 shares

    1.96% of the 13F portfolio, value $4,035,000.

    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 130,077 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $4,086,000.

    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).