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Disclosery

Windward Private Wealth Management Inc.: IUSB position timeline

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

Windward Private Wealth Management Inc. held 20,926 IUSB 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 20,926 shares
    Change vs previous 13F -1,145 shares

    0.31% of the 13F portfolio, value $965,735.

    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 22,071 shares
    Change vs previous 13F -609 shares

    0.35% of the 13F portfolio, value $1,019,459.

    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 22,680 shares
    Change vs previous 13F -3,179 shares

    0.37% of the 13F portfolio, value $1,055,527.

    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 25,859 shares
    Change vs previous 13F -47 shares

    0.42% of the 13F portfolio, value $1,207,874.

    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 25,906 shares
    Change vs previous 13F -2,044 shares

    0.43% of the 13F portfolio, value $1,197,634.

    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 27,950 shares
    Change vs previous 13F -179 shares

    0.5% of the 13F portfolio, value $1,287,936.

    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 28,129 shares
    Change vs previous 13F +24 shares

    0.5% of the 13F portfolio, value $1,271,431.

    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 28,105 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,324,308.

    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).