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Disclosery

Windsor Financial Group, LLC: MSFT position timeline

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

Windsor Financial Group, LLC held 76,976 MSFT 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 76,976 shares
    Change vs previous 13F -311 shares

    2.48% of the 13F portfolio, value $5,306,000.

    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 77,287 shares
    Change vs previous 13F -1,725 shares

    2.33% of the 13F portfolio, value $5,090,000.

    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 79,012 shares
    Change vs previous 13F -1,191 shares

    2.32% of the 13F portfolio, value $4,910,000.

    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 80,203 shares
    Change vs previous 13F -3,325 shares

    2.17% of the 13F portfolio, value $4,620,000.

    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 83,528 shares
    Change vs previous 13F +5,230 shares

    1.95% of the 13F portfolio, value $4,274,000.

    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 78,298 shares
    Change vs previous 13F -49,728 shares

    1.98% of the 13F portfolio, value $4,324,000.

    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 128,026 shares
    Change vs previous 13F -8,517 shares

    3.46% of the 13F portfolio, value $7,103,000.

    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 136,543 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $6,043,000.

    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).