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Leeward Investments, LLC - MA: LW position timeline

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

Leeward Investments, LLC - MA held 123,517 LW 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 123,517 shares
    Change vs previous 13F -7,097 shares

    0.24% of the 13F portfolio, value $5,333,444.

    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 130,614 shares
    Change vs previous 13F -4,499 shares

    0.27% of the 13F portfolio, value $5,519,740.

    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 135,113 shares
    Change vs previous 13F -7,840 shares

    0.29% of the 13F portfolio, value $5,659,879.

    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 142,953 shares
    Change vs previous 13F -5,172 shares

    0.42% of the 13F portfolio, value $8,302,714.

    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 148,125 shares
    Change vs previous 13F -3,072 shares

    0.41% of the 13F portfolio, value $7,680,282.

    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 151,197 shares
    Change vs previous 13F -5,276 shares

    0.43% of the 13F portfolio, value $8,058,774.

    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 156,473 shares
    Change vs previous 13F +45,904 shares

    0.52% of the 13F portfolio, value $10,457,090.

    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 110,569 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $7,158,208.

    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).