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Point Windward Advisors Inc.: V position timeline

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

Point Windward Advisors Inc. held 9,589 V 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 9,589 shares
    Change vs previous 13F -1 shares

    1.45% of the 13F portfolio, value $3,289,737.

    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 9,590 shares
    Change vs previous 13F +1,984 shares

    1.45% of the 13F portfolio, value $2,898,347.

    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 7,606 shares
    Change vs previous 13F -84 shares

    1.28% of the 13F portfolio, value $2,667,344.

    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 7,690 shares
    Change vs previous 13F -955 shares

    1.23% of the 13F portfolio, value $2,625,060.

    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 8,645 shares
    Change vs previous 13F -3,353 shares

    1.38% of the 13F portfolio, value $3,069,249.

    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 11,998 shares
    Change vs previous 13F -2,673 shares

    1.67% of the 13F portfolio, value $4,204,663.

    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 14,671 shares
    Change vs previous 13F -291 shares

    1.74% of the 13F portfolio, value $4,636,482.

    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 14,962 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,113,680.

    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).