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Windward Private Wealth Management Inc.: VONG position timeline

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

Windward Private Wealth Management Inc. held 307,150 VONG 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 307,150 shares
    Change vs previous 13F +6,827 shares

    12.56% of the 13F portfolio, value $39,256,842.

    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 300,323 shares
    Change vs previous 13F +7,516 shares

    11.39% of the 13F portfolio, value $32,942,430.

    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 292,807 shares
    Change vs previous 13F -18,151 shares

    12.35% of the 13F portfolio, value $35,649,252.

    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 310,958 shares
    Change vs previous 13F -7,264 shares

    12.93% of the 13F portfolio, value $37,470,439.

    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 318,222 shares
    Change vs previous 13F +16,909 shares

    12.53% of the 13F portfolio, value $34,749,842.

    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 301,313 shares
    Change vs previous 13F +1,243 shares

    10.9% of the 13F portfolio, value $27,958,833.

    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 300,070 shares
    Change vs previous 13F -10,092 shares

    12.08% of the 13F portfolio, value $30,997,231.

    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 310,162 shares
    Change vs previous 13F not available

    11.48% of the 13F portfolio, value $29,936,836.

    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).