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Disclosery

Windsor Financial Group, LLC: VEU position timeline

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

Windsor Financial Group, LLC held 98,785 VEU 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 98,785 shares
    Change vs previous 13F +6,885 shares

    2.31% of the 13F portfolio, value $4,942,000.

    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 91,900 shares
    Change vs previous 13F -100 shares

    2.02% of the 13F portfolio, value $4,396,000.

    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 92,000 shares
    Change vs previous 13F -100 shares

    1.92% of the 13F portfolio, value $4,065,000.

    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 92,100 shares
    Change vs previous 13F +9,305 shares

    1.96% of the 13F portfolio, value $4,184,000.

    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 82,795 shares
    Change vs previous 13F +2,465 shares

    1.62% of the 13F portfolio, value $3,548,000.

    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 80,330 shares
    Change vs previous 13F +1,875 shares

    1.58% of the 13F portfolio, value $3,466,000.

    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 78,455 shares
    Change vs previous 13F -61,750 shares

    1.66% of the 13F portfolio, value $3,406,000.

    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 140,205 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $5,977,000.

    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).