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Windle Wealth, LLC: ED position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windle Wealth, LLC on ED, newest first. How the timeline and the estimate are built.

Windle Wealth, LLC held 87,416 ED 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 87,416 shares
    Change vs previous 13F +2,777 shares

    3.89% of the 13F portfolio, value $9,670,813.

    13F-HR 0001963452-26-000004 filed by Windle Wealth, 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 84,639 shares
    Change vs previous 13F +2,178 shares

    4.05% of the 13F portfolio, value $9,579,462.

    13F-HR 0001963452-26-000003 filed by Windle Wealth, 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 82,461 shares
    Change vs previous 13F +2,747 shares

    3.67% of the 13F portfolio, value $8,190,024.

    13F-HR 0001963452-26-000001 filed by Windle Wealth, 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 79,714 shares
    Change vs previous 13F +3,579 shares

    3.58% of the 13F portfolio, value $8,012,818.

    13F-HR 0001963452-25-000003 filed by Windle Wealth, 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 76,135 shares
    Change vs previous 13F -963 shares

    3.74% of the 13F portfolio, value $7,640,102.

    13F-HR 0001085146-25-004094 filed by Windle Wealth, 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 77,098 shares
    Change vs previous 13F +4,530 shares

    4.39% of the 13F portfolio, value $8,526,217.

    13F-HR 0001085146-25-002609 filed by Windle Wealth, 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 72,568 shares
    Change vs previous 13F +3,443 shares

    3.58% of the 13F portfolio, value $6,475,259.

    13F-HR 0001085146-25-000907 filed by Windle Wealth, 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 69,125 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $7,197,977.

    13F-HR 0001085146-24-005433 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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