MSI Financial Services Inc: WSM position timeline

MSI Financial Services Inc held 6,341 WSM shares at 2016-12-31 per its 13F-HR filed 2017-01-13.

the latest 13F is the newest step

1. period ended2016-12-31

   13F 6,341 shares

   Change vs previous 13F +2,046 shares

   0.01% of the 13F portfolio, value $307,000.

   13F-HR 0000950123-17-000195 filed by MSI Financial Services Inc
   Filed 2017-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2016-09-30

   13F 4,295 shares

   Change vs previous 13F +1,669 shares

   0.01% of the 13F portfolio, value $219,000.

   13F-HR 0000950123-16-020690 filed by MSI Financial Services Inc
   Filed 2016-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2016-06-30

   13F 2,626 shares

   Change vs previous 13F +1,897 shares

   <0.01% of the 13F portfolio, value $137,000.

   13F-HR 0000950123-16-018508 filed by MSI Financial Services Inc
   Filed 2016-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2016-03-31

   13F 729 shares

   Change vs previous 13F +341 shares

   <0.01% of the 13F portfolio, value $40,000.

   13F-HR 0000950123-16-015939 filed by MSI Financial Services Inc
   Filed 2016-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2015-12-31

   13F 388 shares

   Change vs previous 13F +138 shares

   <0.01% of the 13F portfolio, value $23,000.

   13F-HR 0000950123-16-013407 filed by MSI Financial Services Inc
   Filed 2016-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2015-09-30

   13F 250 shares

   Change vs previous 13F -75 shares

   <0.01% of the 13F portfolio, value $19,000.

   13F-HR 0000950123-15-010555 filed by MSI Financial Services Inc
   Filed 2015-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2015-06-30

   13F 325 shares

   Change vs previous 13F -3,406 shares

   <0.01% of the 13F portfolio, value $27,000.

   13F-HR 0000950123-15-007541 filed by MSI Financial Services Inc
   Filed 2015-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2015-03-31

   13F 3,731 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $297,000.

   13F-HR 0000950123-15-004473 filed by MSI Financial Services Inc
   Filed 2015-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC

   Acceptance time not in the bulk data set (spec §4.2).