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Leeward Investments, LLC - MA: WBS position timeline

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

Leeward Investments, LLC - MA held 99,554 WBS 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 99,554 shares
    Change vs previous 13F -90,788 shares

    0.35% of the 13F portfolio, value $7,607,890.

    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 190,342 shares
    Change vs previous 13F -6,595 shares

    0.65% of the 13F portfolio, value $13,213,523.

    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 196,937 shares
    Change vs previous 13F -9,842 shares

    0.63% of the 13F portfolio, value $12,395,190.

    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 206,779 shares
    Change vs previous 13F -7,462 shares

    0.63% of the 13F portfolio, value $12,290,949.

    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 214,241 shares
    Change vs previous 13F +75,356 shares

    0.62% of the 13F portfolio, value $11,697,559.

    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 138,885 shares
    Change vs previous 13F -4,857 shares

    0.38% of the 13F portfolio, value $7,159,507.

    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 143,742 shares
    Change vs previous 13F -4,928 shares

    0.4% of the 13F portfolio, value $7,937,419.

    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 148,670 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,929,531.

    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).