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Disclosery

Windsor Financial Group, LLC: MOS position timeline

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

Windsor Financial Group, LLC held 75,342 MOS 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 75,342 shares
    Change vs previous 13F +4,815 shares

    0.8% of the 13F portfolio, value $1,720,000.

    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 70,527 shares
    Change vs previous 13F -4,728 shares

    0.94% of the 13F portfolio, value $2,058,000.

    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 75,255 shares
    Change vs previous 13F -40,994 shares

    1.04% of the 13F portfolio, value $2,207,000.

    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 116,249 shares
    Change vs previous 13F -1,630 shares

    1.33% of the 13F portfolio, value $2,843,000.

    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 117,879 shares
    Change vs previous 13F +6,116 shares

    1.41% of the 13F portfolio, value $3,086,000.

    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 111,763 shares
    Change vs previous 13F +13,884 shares

    1.38% of the 13F portfolio, value $3,018,000.

    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 97,879 shares
    Change vs previous 13F -7,412 shares

    1.31% of the 13F portfolio, value $2,700,000.

    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 105,291 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,276,000.

    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).