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Disclosery

Leeward Financial Partners, LLC: AJG position timeline

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

Leeward Financial Partners, LLC held 1,560 AJG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,560 shares
    Change vs previous 13F -106 shares

    0.09% of the 13F portfolio, value $358,129.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,666 shares
    Change vs previous 13F -606 shares

    0.11% of the 13F portfolio, value $360,837.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,272 shares
    Change vs previous 13F -5,522 shares

    0.17% of the 13F portfolio, value $587,989.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,794 shares
    Change vs previous 13F +972 shares

    0.69% of the 13F portfolio, value $2,414,135.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,822 shares
    Change vs previous 13F -401 shares

    0.69% of the 13F portfolio, value $2,183,854.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,223 shares
    Change vs previous 13F -1,027 shares

    0.93% of the 13F portfolio, value $2,493,637.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,250 shares
    Change vs previous 13F +29 shares

    0.84% of the 13F portfolio, value $2,341,716.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,221 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,313,065.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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