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Windward Private Wealth Management Inc.: VGSH position timeline

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

Windward Private Wealth Management Inc. held 45,392 VGSH 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 45,392 shares
    Change vs previous 13F +2,548 shares

    0.85% of the 13F portfolio, value $2,641,814.

    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 42,844 shares
    Change vs previous 13F -1,115 shares

    0.87% of the 13F portfolio, value $2,508,088.

    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 43,959 shares
    Change vs previous 13F -722 shares

    0.89% of the 13F portfolio, value $2,581,712.

    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 44,681 shares
    Change vs previous 13F -353 shares

    0.91% of the 13F portfolio, value $2,629,477.

    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 45,034 shares
    Change vs previous 13F -2,336 shares

    0.95% of the 13F portfolio, value $2,647,099.

    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 47,370 shares
    Change vs previous 13F -750 shares

    1.08% of the 13F portfolio, value $2,780,145.

    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 48,120 shares
    Change vs previous 13F -1,012 shares

    1.09% of the 13F portfolio, value $2,799,622.

    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 49,132 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,899,771.

    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).