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Windward Private Wealth Management Inc.: VTV position timeline

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

Windward Private Wealth Management Inc. held 26,772 VTV 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 26,772 shares
    Change vs previous 13F -124 shares

    1.87% of the 13F portfolio, value $5,834,422.

    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 26,896 shares
    Change vs previous 13F -1,177 shares

    1.82% of the 13F portfolio, value $5,276,995.

    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 28,073 shares
    Change vs previous 13F -1,762 shares

    1.86% of the 13F portfolio, value $5,361,662.

    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 29,835 shares
    Change vs previous 13F -1,594 shares

    1.92% of the 13F portfolio, value $5,563,929.

    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 31,429 shares
    Change vs previous 13F -285 shares

    2% of the 13F portfolio, value $5,554,761.

    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 31,714 shares
    Change vs previous 13F -177 shares

    2.14% of the 13F portfolio, value $5,478,276.

    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 31,891 shares
    Change vs previous 13F -1,369 shares

    2.1% of the 13F portfolio, value $5,399,146.

    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 33,260 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $5,806,198.

    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).