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Point Windward Advisors Inc.: EXC position timeline

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

Point Windward Advisors Inc. held 24,641 EXC 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 24,641 shares
    Change vs previous 13F +230 shares

    0.51% of the 13F portfolio, value $1,148,763.

    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 24,411 shares
    Change vs previous 13F -670 shares

    0.6% of the 13F portfolio, value $1,196,627.

    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 25,081 shares
    Change vs previous 13F +130 shares

    0.52% of the 13F portfolio, value $1,093,281.

    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 24,951 shares
    Change vs previous 13F +1,983 shares

    0.52% of the 13F portfolio, value $1,123,045.

    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 22,968 shares
    Change vs previous 13F -2,521 shares

    0.45% of the 13F portfolio, value $997,271.

    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 25,489 shares
    Change vs previous 13F -755 shares

    0.47% of the 13F portfolio, value $1,174,533.

    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 26,244 shares
    Change vs previous 13F +410 shares

    0.37% of the 13F portfolio, value $987,824.

    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 25,834 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,047,569.

    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).