Skip to content
Disclosery

Windward Private Wealth Management Inc.: MUB position timeline

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

Windward Private Wealth Management Inc. held 25,841 MUB 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 25,841 shares
    Change vs previous 13F -925 shares

    0.89% of the 13F portfolio, value $2,781,008.

    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 26,766 shares
    Change vs previous 13F +105 shares

    0.98% of the 13F portfolio, value $2,841,211.

    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 26,661 shares
    Change vs previous 13F -466 shares

    0.99% of the 13F portfolio, value $2,855,660.

    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 27,127 shares
    Change vs previous 13F +381 shares

    1% of the 13F portfolio, value $2,888,754.

    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 26,746 shares
    Change vs previous 13F +11,220 shares

    1.01% of the 13F portfolio, value $2,794,422.

    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 15,526 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,637,061.

    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 15,526 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,654,295.

    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 15,526 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,686,589.

    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).