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WINDWARD CAPITAL MANAGEMENT CO /CA: TER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINDWARD CAPITAL MANAGEMENT CO /CA on TER, newest first. How the timeline and the estimate are built.

WINDWARD CAPITAL MANAGEMENT CO /CA held 97,979 TER shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,979 shares
    Change vs previous 13F -976 shares

    3.59% of the 13F portfolio, value $47,406,047.

    13F-HR 0001078635-26-000001 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 98,955 shares
    Change vs previous 13F -802 shares

    2.39% of the 13F portfolio, value $29,336,244.

    13F-HR 0001172661-26-001747 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 99,757 shares
    Change vs previous 13F -3,393 shares

    1.53% of the 13F portfolio, value $19,308,968.

    13F-HR 0001172661-26-000370 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 103,150 shares
    Change vs previous 13F -992 shares

    1.13% of the 13F portfolio, value $14,197,500.

    13F-HR 0001172661-25-004498 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 104,142 shares
    Change vs previous 13F -544 shares

    0.79% of the 13F portfolio, value $9,364,407.

    13F-HR 0001172661-25-003076 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 104,686 shares
    Change vs previous 13F -1,412 shares

    0.75% of the 13F portfolio, value $8,647,079.

    13F-HR 0001172661-25-001771 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 106,098 shares
    Change vs previous 13F -966 shares

    1.02% of the 13F portfolio, value $13,359,903.

    13F-HR 0001172661-25-000359 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 107,064 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $14,339,009.

    13F-HR 0001172661-24-004445 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    Filed (acceptance time not in the bulk data set), ingested

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