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Disclosery

Windsor Financial Group, LLC: VNQ position timeline

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

Windsor Financial Group, LLC held 26,056 VNQ 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 26,056 shares
    Change vs previous 13F +590 shares

    1.01% of the 13F portfolio, value $2,169,000.

    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 25,466 shares
    Change vs previous 13F +1,642 shares

    0.96% of the 13F portfolio, value $2,103,000.

    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 23,824 shares
    Change vs previous 13F +2,285 shares

    0.93% of the 13F portfolio, value $1,966,000.

    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 21,539 shares
    Change vs previous 13F +516 shares

    0.88% of the 13F portfolio, value $1,868,000.

    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 21,023 shares
    Change vs previous 13F -760 shares

    0.85% of the 13F portfolio, value $1,864,000.

    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 21,783 shares
    Change vs previous 13F +785 shares

    0.83% of the 13F portfolio, value $1,825,000.

    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 20,998 shares
    Change vs previous 13F -325 shares

    0.81% of the 13F portfolio, value $1,674,000.

    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 21,323 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,611,000.

    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).