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Disclosery

Windsor Financial Group, LLC: VTI position timeline

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

Windsor Financial Group, LLC held 51,959 VTI 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 51,959 shares
    Change vs previous 13F -1,538 shares

    3.02% of the 13F portfolio, value $6,466,000.

    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 53,497 shares
    Change vs previous 13F +1,162 shares

    2.98% of the 13F portfolio, value $6,490,000.

    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 52,335 shares
    Change vs previous 13F +1,748 shares

    2.85% of the 13F portfolio, value $6,035,000.

    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 50,587 shares
    Change vs previous 13F +2,852 shares

    2.64% of the 13F portfolio, value $5,632,000.

    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 47,735 shares
    Change vs previous 13F +3,540 shares

    2.33% of the 13F portfolio, value $5,115,000.

    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 44,195 shares
    Change vs previous 13F +8,590 shares

    2.12% of the 13F portfolio, value $4,632,000.

    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 35,605 shares
    Change vs previous 13F -14,775 shares

    1.81% of the 13F portfolio, value $3,714,000.

    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 50,380 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $4,974,000.

    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).