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Leeward Investments, LLC - MA: BDC position timeline

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

Leeward Investments, LLC - MA held 154,231 BDC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,231 shares
    Change vs previous 13F +16,855 shares

    0.84% of the 13F portfolio, value $18,493,839.

    13F-HR 0001923173-26-000003 filed by Leeward Investments, LLC - MA
    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 137,376 shares
    Change vs previous 13F +6,923 shares

    0.78% of the 13F portfolio, value $15,774,886.

    13F-HR 0001923173-26-000002 filed by Leeward Investments, LLC - MA
    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 130,453 shares
    Change vs previous 13F +46,026 shares

    0.77% of the 13F portfolio, value $15,204,297.

    13F-HR 0001923173-26-000001 filed by Leeward Investments, LLC - MA
    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 84,427 shares
    Change vs previous 13F +8,257 shares

    0.52% of the 13F portfolio, value $10,154,035.

    13F-HR 0001923173-25-000003 filed by Leeward Investments, LLC - MA
    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 76,170 shares
    Change vs previous 13F -2,855 shares

    0.47% of the 13F portfolio, value $8,820,486.

    13F-HR 0001085146-25-004377 filed by Leeward Investments, LLC - MA
    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 79,025 shares
    Change vs previous 13F +11,171 shares

    0.42% of the 13F portfolio, value $7,922,256.

    13F-HR 0001085146-25-002401 filed by Leeward Investments, LLC - MA
    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 67,854 shares
    Change vs previous 13F -5,052 shares

    0.38% of the 13F portfolio, value $7,641,039.

    13F-HR 0001085146-25-000724 filed by Leeward Investments, LLC - MA
    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 72,906 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $8,539,480.

    13F-HR 0001085146-24-005263 filed by Leeward Investments, LLC - MA
    Filed (acceptance time not in the bulk data set), ingested

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