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Disclosery

Windward Private Wealth Management Inc.: IWN position timeline

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

Windward Private Wealth Management Inc. held 8,292 IWN 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 8,292 shares
    Change vs previous 13F -480 shares

    0.59% of the 13F portfolio, value $1,834,080.

    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 8,772 shares
    Change vs previous 13F -314 shares

    0.57% of the 13F portfolio, value $1,662,989.

    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 9,086 shares
    Change vs previous 13F -907 shares

    0.57% of the 13F portfolio, value $1,646,383.

    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 9,993 shares
    Change vs previous 13F -48 shares

    0.61% of the 13F portfolio, value $1,766,774.

    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 10,041 shares
    Change vs previous 13F -435 shares

    0.57% of the 13F portfolio, value $1,583,989.

    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 10,476 shares
    Change vs previous 13F -306 shares

    0.62% of the 13F portfolio, value $1,581,591.

    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 10,782 shares
    Change vs previous 13F -392 shares

    0.69% of the 13F portfolio, value $1,769,999.

    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 11,174 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,863,963.

    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).