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Disclosery

Point Windward Advisors Inc.: WMT position timeline

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

Point Windward Advisors Inc. held 22,072 WMT 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 22,072 shares
    Change vs previous 13F +337 shares

    1.11% of the 13F portfolio, value $2,499,916.

    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 21,735 shares
    Change vs previous 13F -990 shares

    1.35% of the 13F portfolio, value $2,701,271.

    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 22,725 shares
    Change vs previous 13F +119 shares

    1.21% of the 13F portfolio, value $2,531,833.

    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 22,606 shares
    Change vs previous 13F -4,910 shares

    1.09% of the 13F portfolio, value $2,329,812.

    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 27,516 shares
    Change vs previous 13F -7,066 shares

    1.21% of the 13F portfolio, value $2,690,550.

    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 34,582 shares
    Change vs previous 13F -870 shares

    1.21% of the 13F portfolio, value $3,035,986.

    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 35,452 shares
    Change vs previous 13F -1,141 shares

    1.2% of the 13F portfolio, value $3,203,112.

    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 36,593 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,954,906.

    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).