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Point Windward Advisors Inc.: WMB position timeline

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

Point Windward Advisors Inc. held 22,274 WMB 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 22,274 shares
    Change vs previous 13F -1,579 shares

    0.73% of the 13F portfolio, value $1,655,849.

    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 23,853 shares
    Change vs previous 13F -2,170 shares

    0.87% of the 13F portfolio, value $1,736,021.

    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 26,023 shares
    Change vs previous 13F -800 shares

    0.75% of the 13F portfolio, value $1,564,243.

    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 26,823 shares
    Change vs previous 13F -740 shares

    0.79% of the 13F portfolio, value $1,699,237.

    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 27,563 shares
    Change vs previous 13F -5,625 shares

    0.78% of the 13F portfolio, value $1,731,232.

    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 33,188 shares
    Change vs previous 13F -895 shares

    0.79% of the 13F portfolio, value $1,983,315.

    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 34,083 shares
    Change vs previous 13F -1,517 shares

    0.69% of the 13F portfolio, value $1,844,572.

    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 35,600 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,625,140.

    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).