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Windward Private Wealth Management Inc.: SLYV position timeline

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

Windward Private Wealth Management Inc. held 2,266 SLYV 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 2,266 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $247,243.

    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 2,266 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $214,318.

    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 2,302 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $209,413.

    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 2,302 shares
    Change vs previous 13F +2,302 shares

    0.07% of the 13F portfolio, value $204,072.

    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 0 shares
    Change vs previous 13F -2,605 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 2,605 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $204,232.

    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 2,605 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $227,286.

    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 2,605 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $226,166.

    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).