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Disclosery

Westwind Capital: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westwind Capital on SPY, newest first. How the timeline and the estimate are built.

Westwind Capital held 1,889 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,889 shares
    Change vs previous 13F +1,889 shares

    0.34% of the 13F portfolio, value $1,441,000.

    13F-HR 0001729269-26-000008 filed by Westwind Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -4,626 shares

    13F-HR 0001729269-26-000007 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 4,626 shares
    Change vs previous 13F +113 shares

    0.79% of the 13F portfolio, value $3,308,000.

    13F-HR 0001729269-26-000005 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,513 shares
    Change vs previous 13F +2,634 shares

    0.63% of the 13F portfolio, value $3,078,000.

    13F-HR 0001729269-26-000002 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,879 shares
    Change vs previous 13F -25 shares

    0.26% of the 13F portfolio, value $1,252,000.

    13F-HR 0001729269-25-000009 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,904 shares
    Change vs previous 13F +4 shares

    0.24% of the 13F portfolio, value $1,176,000.

    13F-HR 0001729269-25-000008 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,900 shares
    Change vs previous 13F -50,043 shares

    0.26% of the 13F portfolio, value $1,063,000.

    13F-HR 0001729269-25-000007 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 51,943 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $30,443,000.

    13F-HR 0001729269-25-000001 filed by Westwind Capital
    Filed (acceptance time not in the bulk data set), ingested

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