Skip to content
Disclosery

Point Windward Advisors Inc.: XLI position timeline

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

Point Windward Advisors Inc. held 7,975 XLI 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 7,975 shares
    Change vs previous 13F -7 shares

    0.65% of the 13F portfolio, value $1,477,209.

    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 7,982 shares
    Change vs previous 13F -70 shares

    0.65% of the 13F portfolio, value $1,290,929.

    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 8,052 shares
    Change vs previous 13F +61 shares

    0.6% of the 13F portfolio, value $1,249,026.

    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 7,991 shares
    Change vs previous 13F +1,038 shares

    0.58% of the 13F portfolio, value $1,232,452.

    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 6,953 shares
    Change vs previous 13F +69 shares

    0.46% of the 13F portfolio, value $1,025,707.

    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 6,884 shares
    Change vs previous 13F +2,494 shares

    0.36% of the 13F portfolio, value $902,286.

    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 4,390 shares
    Change vs previous 13F +230 shares

    0.22% of the 13F portfolio, value $578,426.

    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 4,160 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $563,430.

    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).