Windward Private Wealth Management Inc.

Business address
10955 Lowell Avenue, Suite 410, Overland Park, KS, 66210
Top securities (13F)
BSV, VEA, VONG, VONV, BIV, VMBS, VWO, VIG, VTWO, VTV, IXUS, IUSG, IUSV, IEFA, VCSH, MUB, VGSH, VOOG, IGE, and EFV
State of incorporation
KS
Fiscal year end
31 December
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Windward Private Wealth Management Inc. has filed 22 SEC EDGAR filings since 26 Jan 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-20460
N-PX Open Document Open Filing 15 Aug 2025 30 Jun 2025 028-20460
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-20460
13F-HR Open Document Open Filing 08 May 2025 31 Mar 2025 028-20460
13F-HR Open Document Open Filing 30 Jan 2025 31 Dec 2024 028-20460
13F-HR Open Document Open Filing 01 Nov 2024 30 Sep 2024 028-20460
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-20460
13F-HR Open Document Open Filing 23 Jul 2024 30 Jun 2024 028-20460
13F-HR Open Document Open Filing 07 May 2024 31 Mar 2024 028-20460
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-20460
13F-HR Open Document Open Filing 06 Nov 2023 30 Sep 2023 028-20460
13F-HR Open Document Open Filing 20 Jul 2023 30 Jun 2023 028-20460
13F-HR Open Document Open Filing 25 Apr 2023 31 Mar 2023 028-20460
13F-HR Open Document Open Filing 25 Jan 2023 31 Dec 2022 028-20460
13F-HR Open Document Open Filing 26 Oct 2022 30 Sep 2022 028-20460
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-20460
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-20460
13F-HR Open Document Open Filing 08 Feb 2022 31 Dec 2021 028-20460
13F-HR Open Document Open Filing 29 Oct 2021 30 Sep 2021 028-20460
13F-HR Open Document Open Filing 29 Jul 2021 30 Jun 2021 028-20460
13F-HR Open Document Open Filing 06 May 2021 31 Mar 2021 028-20460
13F-HR Open Document Open Filing 26 Jan 2021 31 Dec 2020 028-20460