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Disclosery

Windsor Financial Group, LLC: RWX position timeline

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

Windsor Financial Group, LLC held 30,085 RWX 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 30,085 shares
    Change vs previous 13F -1,515 shares

    0.54% of the 13F portfolio, value $1,146,000.

    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 31,600 shares
    Change vs previous 13F -1,493 shares

    0.54% of the 13F portfolio, value $1,182,000.

    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 33,093 shares
    Change vs previous 13F -5,578 shares

    0.56% of the 13F portfolio, value $1,194,000.

    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 38,671 shares
    Change vs previous 13F -2,191 shares

    0.76% of the 13F portfolio, value $1,613,000.

    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 40,862 shares
    Change vs previous 13F -326 shares

    0.77% of the 13F portfolio, value $1,694,000.

    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 41,188 shares
    Change vs previous 13F -500 shares

    0.78% of the 13F portfolio, value $1,708,000.

    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 41,688 shares
    Change vs previous 13F -26,885 shares

    0.79% of the 13F portfolio, value $1,631,000.

    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 68,573 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,698,000.

    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).