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Point Windward Advisors Inc.: XLK position timeline

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

Point Windward Advisors Inc. held 33,503 XLK 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 33,503 shares
    Change vs previous 13F -24 shares

    2.82% of the 13F portfolio, value $6,382,992.

    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 33,527 shares
    Change vs previous 13F +4,307 shares

    2.23% of the 13F portfolio, value $4,455,738.

    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 29,220 shares
    Change vs previous 13F +15,490 shares

    2.01% of the 13F portfolio, value $4,206,803.

    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 13,730 shares
    Change vs previous 13F -992 shares

    1.81% of the 13F portfolio, value $3,869,938.

    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 14,722 shares
    Change vs previous 13F -235 shares

    1.68% of the 13F portfolio, value $3,728,052.

    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 14,957 shares
    Change vs previous 13F +1,579 shares

    1.23% of the 13F portfolio, value $3,088,321.

    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 13,378 shares
    Change vs previous 13F +538 shares

    1.16% of the 13F portfolio, value $3,110,653.

    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 12,840 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,898,758.

    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).