Current Market Value 214,150,000
Current Holdings 79
Most Recent File Date 2017-08-03
Total Filings on Record 18
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Windsor Financial Group Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2017-08-03 2017-06-30 13F-HR 79 214,150
2017-05-08 2017-03-31 13F-HR 79 218,095
2017-01-30 2016-12-31 13F-HR 75 211,467
2016-10-24 2016-09-30 13F-HR 75 213,093
2016-07-14 2016-06-30 13F-HR 73 219,219
2016-04-20 2016-03-31 13F-HR 74 218,699
2016-02-09 2015-12-31 13F-HR/A 1 N 76 205,541
2016-01-26 2015-12-31 13F-HR 75 201,515
2015-10-19 2015-09-30 13F-HR 77 207,844
2015-08-13 2015-06-30 13F-HR 82 232,056
2015-04-08 2015-03-31 13F-HR 83 222,934
2015-01-07 2014-12-31 13F-HR 79 210,246
2014-10-06 2014-09-30 13F-HR 77 208,561
2014-07-08 2014-06-30 13F-HR 75 204,696
2014-04-24 2014-03-31 13F-HR 74 197,361
2014-01-29 2013-12-31 13F-HR 73 180,503
2013-10-23 2013-09-30 13F-HR 70 166,472
2013-07-03 2013-06-30 13F-HR 69 157,791