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Windle Wealth, LLC: MO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windle Wealth, LLC on MO, newest first. How the timeline and the estimate are built.

Windle Wealth, LLC held 144,758 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,758 shares
    Change vs previous 13F +2,603 shares

    4.18% of the 13F portfolio, value $10,415,339.

    13F-HR 0001963452-26-000004 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 142,155 shares
    Change vs previous 13F +5,187 shares

    3.96% of the 13F portfolio, value $9,380,794.

    13F-HR 0001963452-26-000003 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 136,968 shares
    Change vs previous 13F +1,022 shares

    3.54% of the 13F portfolio, value $7,897,590.

    13F-HR 0001963452-26-000001 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 135,946 shares
    Change vs previous 13F -12 shares

    4.02% of the 13F portfolio, value $8,980,607.

    13F-HR 0001963452-25-000003 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 135,958 shares
    Change vs previous 13F -2,035 shares

    3.9% of the 13F portfolio, value $7,971,207.

    13F-HR 0001085146-25-004094 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 137,993 shares
    Change vs previous 13F -8,246 shares

    4.27% of the 13F portfolio, value $8,282,354.

    13F-HR 0001085146-25-002609 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 146,239 shares
    Change vs previous 13F +1,059 shares

    4.23% of the 13F portfolio, value $7,646,846.

    13F-HR 0001085146-25-000907 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 145,180 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $7,409,985.

    13F-HR 0001085146-24-005433 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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