Skip to content
Disclosery

Windward Private Wealth Management Inc.: VONV position timeline

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

Windward Private Wealth Management Inc. held 308,428 VONV 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 308,428 shares
    Change vs previous 13F +2,652 shares

    10.49% of the 13F portfolio, value $32,788,981.

    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 305,776 shares
    Change vs previous 13F -3,409 shares

    9.91% of the 13F portfolio, value $28,663,442.

    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 309,185 shares
    Change vs previous 13F +233 shares

    9.88% of the 13F portfolio, value $28,537,776.

    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 308,952 shares
    Change vs previous 13F +8,153 shares

    9.53% of the 13F portfolio, value $27,611,040.

    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 300,799 shares
    Change vs previous 13F +16,280 shares

    9.24% of the 13F portfolio, value $25,631,083.

    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 284,519 shares
    Change vs previous 13F +2,294 shares

    9.16% of the 13F portfolio, value $23,484,198.

    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 282,225 shares
    Change vs previous 13F -1,737 shares

    8.94% of the 13F portfolio, value $22,930,781.

    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 283,962 shares
    Change vs previous 13F not available

    9.07% of the 13F portfolio, value $23,662,553.

    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).