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Point Windward Advisors Inc.: O position timeline

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

Point Windward Advisors Inc. held 25,810 O 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 25,810 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,599,188.

    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 25,810 shares
    Change vs previous 13F +1,980 shares

    0.79% of the 13F portfolio, value $1,579,056.

    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 23,830 shares
    Change vs previous 13F -830 shares

    0.64% of the 13F portfolio, value $1,343,297.

    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 24,660 shares
    Change vs previous 13F +1,760 shares

    0.7% of the 13F portfolio, value $1,499,081.

    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 22,900 shares
    Change vs previous 13F -3,985 shares

    0.59% of the 13F portfolio, value $1,319,269.

    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 26,885 shares
    Change vs previous 13F -615 shares

    0.62% of the 13F portfolio, value $1,559,599.

    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 27,500 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,468,775.

    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).