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Windward Private Wealth Management Inc.: VTWO position timeline

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

Windward Private Wealth Management Inc. held 55,465 VTWO 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 55,465 shares
    Change vs previous 13F -49 shares

    2.15% of the 13F portfolio, value $6,734,560.

    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 55,514 shares
    Change vs previous 13F -135 shares

    1.92% of the 13F portfolio, value $5,560,837.

    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 55,649 shares
    Change vs previous 13F -1,551 shares

    1.92% of the 13F portfolio, value $5,538,188.

    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 57,200 shares
    Change vs previous 13F -237 shares

    1.93% of the 13F portfolio, value $5,595,304.

    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 57,437 shares
    Change vs previous 13F +4,894 shares

    1.81% of the 13F portfolio, value $5,009,655.

    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 52,543 shares
    Change vs previous 13F +1,143 shares

    1.65% of the 13F portfolio, value $4,237,593.

    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 51,400 shares
    Change vs previous 13F -2,219 shares

    1.79% of the 13F portfolio, value $4,591,562.

    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 53,619 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $4,791,394.

    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).