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Disclosery

Windward Private Wealth Management Inc.: SCHE position timeline

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

Windward Private Wealth Management Inc. held 38,316 SCHE 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 38,316 shares
    Change vs previous 13F -1,014 shares

    0.44% of the 13F portfolio, value $1,389,338.

    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 39,330 shares
    Change vs previous 13F -371 shares

    0.45% of the 13F portfolio, value $1,295,924.

    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 39,701 shares
    Change vs previous 13F -5,419 shares

    0.45% of the 13F portfolio, value $1,300,208.

    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 45,120 shares
    Change vs previous 13F -1,910 shares

    0.52% of the 13F portfolio, value $1,505,654.

    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 47,030 shares
    Change vs previous 13F -417 shares

    0.51% of the 13F portfolio, value $1,417,484.

    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 47,447 shares
    Change vs previous 13F -458 shares

    0.51% of the 13F portfolio, value $1,308,114.

    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 47,905 shares
    Change vs previous 13F -1,765 shares

    0.5% of the 13F portfolio, value $1,275,710.

    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 49,670 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,449,371.

    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).