Windsor Financial Group, LLC: MRK position timeline

Windsor Financial Group, LLC held 0 MRK shares at 2017-03-31 per its 13F-HR filed 2017-05-09.

the latest 13F is the newest step

1. period ended2017-03-31

   13F 0 shares

   Change vs previous 13F -47,815 shares

   13F-HR 0001132356-17-000003 filed by Windsor Financial Group, LLC
   Filed 2017-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2016-12-31

   13F 47,815 shares

   Change vs previous 13F -1,250 shares

   1.33% of the 13F portfolio, value $2,815,000.

   13F-HR 0001132356-17-000002 filed by Windsor Financial Group, LLC
   Filed 2017-01-31 (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).

3. period ended2016-09-30

   13F 49,065 shares

   Change vs previous 13F -825 shares

   1.44% of the 13F portfolio, value $3,062,000.

   13F-HR 0001132356-16-000010 filed by Windsor Financial Group, LLC
   Filed 2016-10-24 (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).

4. period ended2016-06-30

   13F 49,890 shares

   Change vs previous 13F -1,507 shares

   1.31% of the 13F portfolio, value $2,874,000.

   13F-HR 0001132356-16-000009 filed by Windsor Financial Group, LLC
   Filed 2016-07-14 (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).

5. period ended2016-03-31

   13F 51,397 shares

   Change vs previous 13F +260 shares

   1.24% of the 13F portfolio, value $2,719,000.

   13F-HR 0001132356-16-000008 filed by Windsor Financial Group, LLC
   Filed 2016-04-20 (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).

6. period ended2015-12-31

   13F/A 51,137 shares

   Change vs previous 13F -1,975 shares

   1.31% of the 13F portfolio, value $2,701,000.

   13F-HR/A 0001132356-16-000007 filed by Windsor Financial Group, LLC
   Filed 2016-02-09 (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).

7. period ended2015-09-30

   13F 53,112 shares

   Change vs previous 13F not available

   1.26% of the 13F portfolio, value $2,623,000.

   13F-HR 0001132356-15-000004 filed by Windsor Financial Group, LLC
   Filed 2015-10-19 (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).