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Windward Private Wealth Management Inc.: VCSH position timeline

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

Windward Private Wealth Management Inc. held 45,406 VCSH 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 45,406 shares
    Change vs previous 13F -269 shares

    1.15% of the 13F portfolio, value $3,588,436.

    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 45,675 shares
    Change vs previous 13F -223 shares

    1.25% of the 13F portfolio, value $3,620,657.

    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 45,898 shares
    Change vs previous 13F +2,050 shares

    1.27% of the 13F portfolio, value $3,659,448.

    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 43,848 shares
    Change vs previous 13F -136 shares

    1.21% of the 13F portfolio, value $3,504,771.

    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 43,984 shares
    Change vs previous 13F -784 shares

    1.26% of the 13F portfolio, value $3,496,728.

    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 44,768 shares
    Change vs previous 13F -728 shares

    1.38% of the 13F portfolio, value $3,533,986.

    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 45,496 shares
    Change vs previous 13F -2,155 shares

    1.38% of the 13F portfolio, value $3,549,143.

    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 47,651 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,784,442.

    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).