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Windward Private Wealth Management Inc.: VOOG position timeline

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

Windward Private Wealth Management Inc. held 30,592 VOOG 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 30,592 shares
    Change vs previous 13F +25,393 shares

    0.81% of the 13F portfolio, value $2,527,511.

    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 5,199 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,119,580.

    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 5,199 shares
    Change vs previous 13F -659 shares

    0.8% of the 13F portfolio, value $2,311,423.

    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 5,858 shares
    Change vs previous 13F -138 shares

    0.88% of the 13F portfolio, value $2,550,925.

    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 5,996 shares
    Change vs previous 13F +244 shares

    0.86% of the 13F portfolio, value $2,377,654.

    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 5,752 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,923,929.

    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 5,752 shares
    Change vs previous 13F -241 shares

    0.82% of the 13F portfolio, value $2,105,577.

    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 5,993 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,069,323.

    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).