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Point Windward Advisors Inc.: BRK-B position timeline

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

Point Windward Advisors Inc. held 637 BRK-B 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 637 shares
    Change vs previous 13F -110 shares

    0.14% of the 13F portfolio, value $318,748.

    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 747 shares
    Change vs previous 13F -30 shares

    0.18% of the 13F portfolio, value $357,962.

    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 777 shares
    Change vs previous 13F -248 shares

    0.19% of the 13F portfolio, value $390,559.

    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 1,025 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $515,309.

    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 1,025 shares
    Change vs previous 13F -250 shares

    0.22% of the 13F portfolio, value $497,914.

    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 1,275 shares
    Change vs previous 13F -1,550 shares

    0.27% of the 13F portfolio, value $679,040.

    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 2,825 shares
    Change vs previous 13F -100 shares

    0.48% of the 13F portfolio, value $1,280,516.

    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 2,925 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,346,261.

    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).