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Disclosery

Westwind Capital: VERX position timeline

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

Westwind Capital held 0 VERX shares at 2025-12-31 per its 13F-HR filed 2026-01-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -337,013 shares

    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).

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

  2. period ended2025-09-30
    13F 337,013 shares
    Change vs previous 13F -2,295 shares

    1.75% of the 13F portfolio, value $8,355,000.

    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).

  3. period ended2025-06-30
    13F 339,308 shares
    Change vs previous 13F +4,806 shares

    2.45% of the 13F portfolio, value $11,990,000.

    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).

  4. period ended2025-03-31
    13F 334,502 shares
    Change vs previous 13F +147,650 shares

    2.91% of the 13F portfolio, value $11,711,000.

    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).

  5. period ended2024-12-31
    13F 186,852 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $9,969,000.

    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).