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Windward Private Wealth Management Inc.: VEA position timeline

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

Windward Private Wealth Management Inc. held 619,357 VEA 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 619,357 shares
    Change vs previous 13F +1,669 shares

    14.12% of the 13F portfolio, value $44,129,186.

    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 617,688 shares
    Change vs previous 13F +766 shares

    13.68% of the 13F portfolio, value $39,581,447.

    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 616,922 shares
    Change vs previous 13F -27,339 shares

    13.35% of the 13F portfolio, value $38,539,117.

    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 644,261 shares
    Change vs previous 13F -1,078 shares

    13.32% of the 13F portfolio, value $38,604,119.

    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 645,339 shares
    Change vs previous 13F -28,135 shares

    13.27% of the 13F portfolio, value $36,790,776.

    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 673,474 shares
    Change vs previous 13F -387 shares

    13.35% of the 13F portfolio, value $34,232,683.

    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 673,861 shares
    Change vs previous 13F +46,587 shares

    12.56% of the 13F portfolio, value $32,224,033.

    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 627,274 shares
    Change vs previous 13F not available

    12.7% of the 13F portfolio, value $33,126,340.

    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).