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Disclosery

Windsor Financial Group, LLC: WTW position timeline

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

Windsor Financial Group, LLC held 45,116 WTW 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 45,116 shares
    Change vs previous 13F -1,780 shares

    3.06% of the 13F portfolio, value $6,563,000.

    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 46,896 shares
    Change vs previous 13F -1,050 shares

    2.81% of the 13F portfolio, value $6,138,000.

    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 47,946 shares
    Change vs previous 13F -616 shares

    2.77% of the 13F portfolio, value $5,863,000.

    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 48,562 shares
    Change vs previous 13F -1,257 shares

    3.03% of the 13F portfolio, value $6,448,000.

    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 49,819 shares
    Change vs previous 13F -49 shares

    2.83% of the 13F portfolio, value $6,193,000.

    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 49,868 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $5,917,000.

    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).