Skip to content
Disclosery

Windward Private Wealth Management Inc.: BSV position timeline

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

Windward Private Wealth Management Inc. held 861,105 BSV 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 861,105 shares
    Change vs previous 13F +17,918 shares

    21.46% of the 13F portfolio, value $67,088,682.

    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 843,187 shares
    Change vs previous 13F +20,811 shares

    22.85% of the 13F portfolio, value $66,114,284.

    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 822,376 shares
    Change vs previous 13F +20,723 shares

    22.45% of the 13F portfolio, value $64,811,444.

    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 801,653 shares
    Change vs previous 13F +10,118 shares

    21.82% of the 13F portfolio, value $63,258,430.

    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 791,535 shares
    Change vs previous 13F +19,228 shares

    22.46% of the 13F portfolio, value $62,293,796.

    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 772,307 shares
    Change vs previous 13F +6,607 shares

    23.57% of the 13F portfolio, value $60,456,184.

    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 765,700 shares
    Change vs previous 13F +41,323 shares

    23.06% of the 13F portfolio, value $59,165,631.

    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 724,377 shares
    Change vs previous 13F not available

    21.85% of the 13F portfolio, value $57,001,218.

    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).