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Leeward Financial Partners, LLC: VMBS position timeline

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

Leeward Financial Partners, LLC held 101,397 VMBS 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 101,397 shares
    Change vs previous 13F +4,315 shares

    1.25% of the 13F portfolio, value $4,746,401.

    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 97,082 shares
    Change vs previous 13F -400 shares

    1.36% of the 13F portfolio, value $4,558,008.

    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 97,482 shares
    Change vs previous 13F -1,871 shares

    1.29% of the 13F portfolio, value $4,589,452.

    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 99,353 shares
    Change vs previous 13F +13,705 shares

    1.33% of the 13F portfolio, value $4,665,606.

    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 85,648 shares
    Change vs previous 13F +5,613 shares

    1.26% of the 13F portfolio, value $3,968,946.

    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 80,035 shares
    Change vs previous 13F +6,922 shares

    1.38% of the 13F portfolio, value $3,706,421.

    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 73,113 shares
    Change vs previous 13F +6,348 shares

    1.18% of the 13F portfolio, value $3,314,937.

    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 66,765 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,151,977.

    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).