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Windward Private Wealth Management Inc.: VWO position timeline

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

Windward Private Wealth Management Inc. held 252,376 VWO 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 252,376 shares
    Change vs previous 13F +2,383 shares

    4.82% of the 13F portfolio, value $15,064,323.

    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 249,993 shares
    Change vs previous 13F +2,121 shares

    4.67% of the 13F portfolio, value $13,512,122.

    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 247,872 shares
    Change vs previous 13F -9,064 shares

    4.61% of the 13F portfolio, value $13,325,599.

    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 256,936 shares
    Change vs previous 13F +509 shares

    4.8% of the 13F portfolio, value $13,920,792.

    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 256,427 shares
    Change vs previous 13F -1,429 shares

    4.57% of the 13F portfolio, value $12,682,879.

    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 257,856 shares
    Change vs previous 13F +4,051 shares

    4.55% of the 13F portfolio, value $11,670,563.

    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 253,805 shares
    Change vs previous 13F +5,715 shares

    4.36% of the 13F portfolio, value $11,177,572.

    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 248,090 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $11,871,107.

    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).