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Disclosery

Windsor Financial Group, LLC: V position timeline

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

Windsor Financial Group, LLC held 57,875 V 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 57,875 shares
    Change vs previous 13F +50 shares

    2.53% of the 13F portfolio, value $5,428,000.

    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 57,825 shares
    Change vs previous 13F -1,225 shares

    2.36% of the 13F portfolio, value $5,139,000.

    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 59,050 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,607,000.

    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).