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Disclosery

Windsor Financial Group, LLC: VCSH position timeline

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

Windsor Financial Group, LLC held 113,680 VCSH 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 113,680 shares
    Change vs previous 13F +4,832 shares

    4.25% of the 13F portfolio, value $9,099,000.

    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 108,848 shares
    Change vs previous 13F -4,229 shares

    3.98% of the 13F portfolio, value $8,680,000.

    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 113,077 shares
    Change vs previous 13F +4,264 shares

    4.24% of the 13F portfolio, value $8,975,000.

    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 108,813 shares
    Change vs previous 13F -4,408 shares

    4.11% of the 13F portfolio, value $8,765,000.

    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 113,221 shares
    Change vs previous 13F +32,052 shares

    4.18% of the 13F portfolio, value $9,153,000.

    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 81,169 shares
    Change vs previous 13F +9,732 shares

    2.97% of the 13F portfolio, value $6,496,000.

    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 71,437 shares
    Change vs previous 13F -25 shares

    2.75% of the 13F portfolio, value $5,643,000.

    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 71,462 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $5,696,000.

    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).