Skip to content
Disclosery

Windle Wealth, LLC: O position timeline

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

Windle Wealth, LLC held 140,722 O 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 140,722 shares
    Change vs previous 13F +9,805 shares

    3.5% of the 13F portfolio, value $8,719,128.

    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 130,917 shares
    Change vs previous 13F +2,645 shares

    3.38% of the 13F portfolio, value $8,009,510.

    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 128,272 shares
    Change vs previous 13F +2,096 shares

    3.24% of the 13F portfolio, value $7,230,716.

    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 126,176 shares
    Change vs previous 13F -1,792 shares

    3.43% of the 13F portfolio, value $7,670,250.

    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 127,968 shares
    Change vs previous 13F -2,501 shares

    3.6% of the 13F portfolio, value $7,372,235.

    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 130,469 shares
    Change vs previous 13F +6,812 shares

    3.9% of the 13F portfolio, value $7,568,507.

    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 123,657 shares
    Change vs previous 13F +7,191 shares

    3.65% of the 13F portfolio, value $6,604,533.

    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 116,466 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $7,386,260.

    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).