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Disclosery

Point Windward Advisors Inc.: XLF position timeline

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

Point Windward Advisors Inc. held 27,396 XLF 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 27,396 shares
    Change vs previous 13F +1,015 shares

    0.65% of the 13F portfolio, value $1,468,700.

    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 26,381 shares
    Change vs previous 13F +572 shares

    0.65% of the 13F portfolio, value $1,302,430.

    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 25,809 shares
    Change vs previous 13F +3,125 shares

    0.68% of the 13F portfolio, value $1,413,559.

    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 22,684 shares
    Change vs previous 13F +1,155 shares

    0.57% of the 13F portfolio, value $1,221,987.

    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 21,529 shares
    Change vs previous 13F +1,315 shares

    0.51% of the 13F portfolio, value $1,127,474.

    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 20,214 shares
    Change vs previous 13F +609 shares

    0.4% of the 13F portfolio, value $1,006,859.

    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 19,605 shares
    Change vs previous 13F +685 shares

    0.35% of the 13F portfolio, value $947,510.

    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 18,920 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $857,454.

    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).