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
- period ended2026-06-3013F 144,758 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 142,155 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 136,968 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 135,946 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 135,958 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 137,993 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 146,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 145,180 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).