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Windward Private Wealth Management Inc.: VMBS position timeline

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

Windward Private Wealth Management Inc. held 345,088 VMBS 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 345,088 shares
    Change vs previous 13F +1,959 shares

    5.17% of the 13F portfolio, value $16,153,569.

    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 343,129 shares
    Change vs previous 13F +12,381 shares

    5.57% of the 13F portfolio, value $16,109,907.

    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 330,748 shares
    Change vs previous 13F -769 shares

    5.39% of the 13F portfolio, value $15,571,616.

    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 331,517 shares
    Change vs previous 13F +1,874 shares

    5.37% of the 13F portfolio, value $15,568,038.

    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 329,643 shares
    Change vs previous 13F +8,334 shares

    5.51% of the 13F portfolio, value $15,275,657.

    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 321,309 shares
    Change vs previous 13F +4,553 shares

    5.8% of the 13F portfolio, value $14,879,820.

    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 316,756 shares
    Change vs previous 13F +5,959 shares

    5.6% of the 13F portfolio, value $14,361,717.

    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 310,797 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $14,672,726.

    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).