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Rock Point Advisors, LLC: XWIAX position timeline

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

Rock Point Advisors, LLC held 64,627 XWIAX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,627 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $525,418.

    13F-HR 0001301540-26-000004 filed by Rock Point Advisors, LLC
    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 64,627 shares
    Change vs previous 13F +5,659 shares

    0.14% of the 13F portfolio, value $522,186.

    13F-HR 0001301540-26-000002 filed by Rock Point Advisors, LLC
    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 58,968 shares
    Change vs previous 13F +3,583 shares

    0.12% of the 13F portfolio, value $487,665.

    13F-HR 0001301540-26-000001 filed by Rock Point Advisors, LLC
    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 55,385 shares
    Change vs previous 13F -4,195 shares

    0.12% of the 13F portfolio, value $466,342.

    13F-HR 0001301540-25-000009 filed by Rock Point Advisors, LLC
    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 59,580 shares
    Change vs previous 13F +221 shares

    0.14% of the 13F portfolio, value $500,472.

    13F-HR 0001301540-25-000005 filed by Rock Point Advisors, LLC
    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 59,359 shares
    Change vs previous 13F -1,000 shares

    0.15% of the 13F portfolio, value $495,351.

    13F-HR 0001301540-25-000003 filed by Rock Point Advisors, LLC
    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 60,359 shares
    Change vs previous 13F -12,767 shares

    0.14% of the 13F portfolio, value $482,872.

    13F-HR 0001301540-25-000001 filed by Rock Point Advisors, LLC
    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 73,126 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $625,227.

    13F-HR 0001301540-24-000008 filed by Rock Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).