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Disclosery

Windsor Financial Group, LLC: MKL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windsor Financial Group, LLC on MKL, newest first. How the timeline and the estimate are built.

Windsor Financial Group, LLC held 8,354 MKL shares at 2017-06-30 per its 13F-HR filed 2017-08-03.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 8,354 shares
    Change vs previous 13F -160 shares

    3.81% of the 13F portfolio, value $8,152,000.

    13F-HR 0001132356-17-000004 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 8,514 shares
    Change vs previous 13F -340 shares

    3.81% of the 13F portfolio, value $8,308,000.

    13F-HR 0001132356-17-000003 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F 8,854 shares
    Change vs previous 13F +2,400 shares

    3.79% of the 13F portfolio, value $8,008,000.

    13F-HR 0001132356-17-000002 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 6,454 shares
    Change vs previous 13F -95 shares

    2.81% of the 13F portfolio, value $5,994,000.

    13F-HR 0001132356-16-000010 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 6,549 shares
    Change vs previous 13F -2,574 shares

    2.85% of the 13F portfolio, value $6,239,000.

    13F-HR 0001132356-16-000009 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 9,123 shares
    Change vs previous 13F +263 shares

    3.72% of the 13F portfolio, value $8,134,000.

    13F-HR 0001132356-16-000008 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F/A 8,860 shares
    Change vs previous 13F -343 shares

    3.81% of the 13F portfolio, value $7,826,000.

    13F-HR/A 0001132356-16-000007 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 9,203 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $7,379,000.

    13F-HR 0001132356-15-000004 filed by Windsor Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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