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Point Windward Advisors Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Point Windward Advisors Inc. on AAPL, newest first. How the timeline and the estimate are built.

Point Windward Advisors Inc. held 23,247 AAPL 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 23,247 shares
    Change vs previous 13F -488 shares

    2.97% of the 13F portfolio, value $6,726,813.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors Inc.
    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 23,735 shares
    Change vs previous 13F -188 shares

    3.02% of the 13F portfolio, value $6,023,759.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors Inc.
    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 23,923 shares
    Change vs previous 13F -1,512 shares

    3.11% of the 13F portfolio, value $6,503,764.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors Inc.
    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 25,435 shares
    Change vs previous 13F -3,367 shares

    3.02% of the 13F portfolio, value $6,476,568.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors Inc.
    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 28,802 shares
    Change vs previous 13F -10,117 shares

    2.66% of the 13F portfolio, value $5,909,350.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors Inc.
    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 38,919 shares
    Change vs previous 13F -1,428 shares

    3.44% of the 13F portfolio, value $8,645,124.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors Inc.
    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 40,347 shares
    Change vs previous 13F -877 shares

    3.78% of the 13F portfolio, value $10,103,749.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors Inc.
    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 41,224 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $9,605,241.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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