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Point Windward Advisors Inc.: D position timeline

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

Point Windward Advisors Inc. held 40,357 D 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 40,357 shares
    Change vs previous 13F +236 shares

    1.22% of the 13F portfolio, value $2,756,004.

    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 40,121 shares
    Change vs previous 13F +146 shares

    1.24% of the 13F portfolio, value $2,480,307.

    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 39,975 shares
    Change vs previous 13F +32,775 shares

    1.12% of the 13F portfolio, value $2,342,135.

    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 7,200 shares
    Change vs previous 13F -500 shares

    0.21% of the 13F portfolio, value $440,424.

    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 7,700 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $435,204.

    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 7,700 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $431,739.

    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 7,700 shares
    Change vs previous 13F -8 shares

    0.16% of the 13F portfolio, value $414,722.

    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 7,708 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $445,445.

    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).