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Windward Private Wealth Management Inc.ETFConcentrated long-term

CIK: 0001835866 | OVERLAND PARK, KS

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR43$312.6M2026-08-04SEC ↗
Q1 2026
13F-HR44$289.3M2026-05-06SEC ↗
Q4 2025
13F-HR44$288.8M2026-02-02SEC ↗
Q3 2025
13F-HR44$289.9M2025-11-05SEC ↗
Q2 2025
13F-HR42$277.3M2025-07-22SEC ↗
Q1 2025
13F-HR42$256.5M2025-05-08SEC ↗
Q4 2024
13F-HR46$256.5M2025-01-30SEC ↗
Q3 2024
13F-HR47$260.8M2024-11-01SEC ↗
Q2 2024
13F-HR46$247.0M2024-07-23SEC ↗
Q1 2024
13F-HR47$244.7M2024-05-07SEC ↗
Q4 2023
13F-HR48$238.5M2024-01-30SEC ↗
Q3 2023
13F-HR47$221.0M2023-11-06SEC ↗
Q2 2023
13F-HR46$225.7M2023-07-20SEC ↗
Q1 2023
13F-HR46$234.3M2023-04-25SEC ↗
Q4 2022
13F-HR47$225.7M2023-01-25SEC ↗
Q3 2022
13F-HR48$207.7K2022-10-26SEC ↗
Q2 2022
13F-HR45$217.6K2022-07-19SEC ↗
Q1 2022
13F-HR46$242.2K2022-05-10SEC ↗
Q4 2021
13F-HR46$259.2K2022-02-08SEC ↗
Q3 2021
13F-HR45$245.8K2021-10-29SEC ↗
Q2 2021
13F-HR45$243.7K2021-07-29SEC ↗
Q1 2021
13F-HR45$225.3K2021-05-06SEC ↗
Q4 2020
13F-HR43$214.1K2021-01-26SEC ↗