Skip to content
Disclosery

Windward Private Wealth Management Inc.: VBR position timeline

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

Windward Private Wealth Management Inc. held 8,412 VBR 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 8,412 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $2,044,032.

    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 8,412 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,827,507.

    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 8,412 shares
    Change vs previous 13F -489 shares

    0.62% of the 13F portfolio, value $1,781,577.

    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 8,901 shares
    Change vs previous 13F -46 shares

    0.64% of the 13F portfolio, value $1,857,728.

    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 8,947 shares
    Change vs previous 13F -2 shares

    0.63% of the 13F portfolio, value $1,744,754.

    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 8,949 shares
    Change vs previous 13F -532 shares

    0.65% of the 13F portfolio, value $1,667,109.

    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 9,481 shares
    Change vs previous 13F -224 shares

    0.73% of the 13F portfolio, value $1,878,945.

    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 9,705 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,948,570.

    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).