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Point Windward Advisors Inc.: XLV position timeline

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

Point Windward Advisors Inc. held 10,618 XLV 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 10,618 shares
    Change vs previous 13F +382 shares

    0.74% of the 13F portfolio, value $1,684,652.

    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 10,236 shares
    Change vs previous 13F -10 shares

    0.75% of the 13F portfolio, value $1,500,700.

    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 10,246 shares
    Change vs previous 13F -237 shares

    0.76% of the 13F portfolio, value $1,586,081.

    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 10,483 shares
    Change vs previous 13F +1,113 shares

    0.68% of the 13F portfolio, value $1,458,919.

    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 9,370 shares
    Change vs previous 13F -81 shares

    0.57% of the 13F portfolio, value $1,262,982.

    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 9,451 shares
    Change vs previous 13F +151 shares

    0.55% of the 13F portfolio, value $1,379,941.

    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 9,300 shares
    Change vs previous 13F +487 shares

    0.48% of the 13F portfolio, value $1,279,401.

    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 8,813 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,357,378.

    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).