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Windward Private Wealth Management Inc.: IGE position timeline

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

Windward Private Wealth Management Inc. held 35,116 IGE 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 35,116 shares
    Change vs previous 13F -915 shares

    0.63% of the 13F portfolio, value $1,972,817.

    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 36,031 shares
    Change vs previous 13F -1,294 shares

    0.78% of the 13F portfolio, value $2,267,791.

    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 37,325 shares
    Change vs previous 13F -2,132 shares

    0.65% of the 13F portfolio, value $1,873,715.

    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 39,457 shares
    Change vs previous 13F -110 shares

    0.67% of the 13F portfolio, value $1,935,366.

    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 39,567 shares
    Change vs previous 13F -3,750 shares

    0.63% of the 13F portfolio, value $1,750,840.

    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 43,317 shares
    Change vs previous 13F -2,329 shares

    0.77% of the 13F portfolio, value $1,969,624.

    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 45,646 shares
    Change vs previous 13F -1,126 shares

    0.76% of the 13F portfolio, value $1,950,454.

    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 46,772 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,061,242.

    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).