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Windward Private Wealth Management Inc.: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windward Private Wealth Management Inc. on BIV, newest first. How the timeline and the estimate are built.

Windward Private Wealth Management Inc. held 334,344 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 334,344 shares
    Change vs previous 13F +6,927 shares

    8.2% of the 13F portfolio, value $25,644,147.

    13F-HR 0001835866-26-000006 filed by Windward Private Wealth Management Inc.
    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 327,417 shares
    Change vs previous 13F +12,953 shares

    8.74% of the 13F portfolio, value $25,270,006.

    13F-HR 0001835866-26-000004 filed by Windward Private Wealth Management Inc.
    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 314,464 shares
    Change vs previous 13F +1,013 shares

    8.48% of the 13F portfolio, value $24,490,418.

    13F-HR 0001835866-26-000001 filed by Windward Private Wealth Management Inc.
    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 313,451 shares
    Change vs previous 13F +988 shares

    8.44% of the 13F portfolio, value $24,477,350.

    13F-HR 0001835866-25-000004 filed by Windward Private Wealth Management Inc.
    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 312,463 shares
    Change vs previous 13F +10,221 shares

    8.71% of the 13F portfolio, value $24,165,850.

    13F-HR 0001221073-25-000063 filed by Windward Private Wealth Management Inc.
    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 302,242 shares
    Change vs previous 13F +5,014 shares

    9.02% of the 13F portfolio, value $23,142,632.

    13F-HR 0001221073-25-000051 filed by Windward Private Wealth Management Inc.
    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 297,228 shares
    Change vs previous 13F +6,902 shares

    8.66% of the 13F portfolio, value $22,211,811.

    13F-HR 0001221073-25-000014 filed by Windward Private Wealth Management Inc.
    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 290,326 shares
    Change vs previous 13F not available

    8.72% of the 13F portfolio, value $22,752,810.

    13F-HR 0001221073-24-000095 filed by Windward Private Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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