Windsor Wealth Management, Inc. SEC EDGAR Filings (CIK 0001731713)

SEC EDGAR filings, ownership reports, and insider transactions for Windsor Wealth Management, Inc..

Business address
500 E. 96 Th Street, Suite 450, Indianapolis, IN, 46240
Top securities (13F)
IUSV, IUSG, IWS, LLY, COWZ, AVUV, VTEB, BSV, JCPB, FBND, QUAL, IJR, MUB, SCHD, SUB, ICSH, DGRO, CLMT, IXUS, and IVV
State of incorporation
IN
Fiscal year end
31 December
Former names
Windsor Group LTD (to 12 Jul 2023)
⭐ Add to watchlist ⭐
Windsor Wealth Management, Inc. has filed 24 SEC EDGAR filings since 01 Mar 2018

Latest Filings

Recent SEC filings for Windsor Wealth Management, Inc. including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2023 30 Sep 2023 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jul 2023 30 Jun 2023 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2023 31 Mar 2023 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2023 31 Dec 2022 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2022 30 Sep 2022 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2022 30 Jun 2022 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2022 31 Mar 2022 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2022 31 Dec 2021 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Oct 2021 30 Sep 2021 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2021 30 Jun 2021 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2021 31 Mar 2021 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2021 31 Dec 2020 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2020 30 Sep 2020 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Jul 2020 30 Jun 2020 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Apr 2020 31 Mar 2020 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jan 2020 31 Dec 2019 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2019 30 Sep 2019 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2019 30 Jun 2019 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Apr 2019 31 Mar 2019 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2019 31 Dec 2018 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Oct 2018 30 Sep 2018 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2018 30 Jun 2018 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2018 31 Mar 2018 028-18669
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Mar 2018 31 Dec 2017 028-18669

About this filer

Windsor Wealth Management, Inc. files with the SEC under CIK 0001731713. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages