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Disclosery

Point Windward Advisors Inc.: XLC position timeline

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

Point Windward Advisors Inc. held 20,223 XLC 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 20,223 shares
    Change vs previous 13F +1,007 shares

    0.96% of the 13F portfolio, value $2,166,490.

    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 19,216 shares
    Change vs previous 13F +1,976 shares

    1.07% of the 13F portfolio, value $2,130,286.

    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 17,240 shares
    Change vs previous 13F -592 shares

    0.97% of the 13F portfolio, value $2,029,493.

    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 17,832 shares
    Change vs previous 13F -2,224 shares

    0.99% of the 13F portfolio, value $2,110,774.

    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 20,056 shares
    Change vs previous 13F -1,432 shares

    0.98% of the 13F portfolio, value $2,176,678.

    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 21,488 shares
    Change vs previous 13F +176 shares

    0.82% of the 13F portfolio, value $2,072,518.

    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 21,312 shares
    Change vs previous 13F -151 shares

    0.77% of the 13F portfolio, value $2,063,215.

    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 21,463 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,940,255.

    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).