IR
Superintel
OverviewMarketsWatchlist

Windsor Advisory Group, LLCGARPConcentrated trader

CIK: 0001739953 | COLUMBUS, OH

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR97$137.7M2026-08-14SEC ↗
Q1 2026
13F-HR82$119.7M2026-05-15SEC ↗
Q4 2025
13F-HR79$112.0M2026-02-17SEC ↗
Q3 2025
13F-HR81$113.0M2025-11-14SEC ↗
Q2 2025
13F-HR54$70.5M2025-08-14SEC ↗
Q1 2025
13F-HR53$77.4M2025-05-15SEC ↗
Q4 2024
13F-HR81$86.0M2025-02-14SEC ↗
Q3 2024
13F-HR80$88.6M2024-11-14SEC ↗
Q2 2024
13F-HR50$49.9M2024-08-14SEC ↗
Q1 2024
13F-HR50$35.5M2024-05-09SEC ↗
Q4 2023
13F-HR55$33.6M2024-01-22SEC ↗
Q3 2023
13F-HR60$42.1M2023-10-31SEC ↗
Q2 2023
13F-HR58$40.5M2023-07-26SEC ↗
Q1 2023
13F-HR69$41.8M2023-06-13SEC ↗
Q4 2022
13F-HR70$37.7M2023-06-13SEC ↗