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Leeward Investments, LLC - MA: SR position timeline

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

Leeward Investments, LLC - MA held 138,161 SR 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 138,161 shares
    Change vs previous 13F -2,864 shares

    0.49% of the 13F portfolio, value $10,788,992.

    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 141,025 shares
    Change vs previous 13F +22,923 shares

    0.63% of the 13F portfolio, value $12,768,404.

    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 118,102 shares
    Change vs previous 13F +14,586 shares

    0.49% of the 13F portfolio, value $9,767,035.

    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 103,516 shares
    Change vs previous 13F -2,321 shares

    0.43% of the 13F portfolio, value $8,438,624.

    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 105,837 shares
    Change vs previous 13F -4,089 shares

    0.41% of the 13F portfolio, value $7,725,043.

    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 109,926 shares
    Change vs previous 13F -4,786 shares

    0.46% of the 13F portfolio, value $8,601,710.

    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 114,712 shares
    Change vs previous 13F -8,575 shares

    0.39% of the 13F portfolio, value $7,780,915.

    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 123,287 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $8,295,982.

    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).