Windward Private Wealth Management Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$261M
Signature - Title
Brad Harrison - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Windward Private Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Windward Private Wealth Management Inc. reported 47 stock holdings with total value $261M as of Q3 2024. Top holdings included BSV, VEA, VONG, VONV, and BIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 47 $261M +$3.75M -$2.97M +$777K BSV, VEA, VONG, VONV, BIV 13F-HR 10/31/2024, 05:48 PM
Q2 2024 46 $247M +$5.27M -$4.24M +$1.03M BSV, VEA, VONG, BIV, VONV 13F-HR 7/22/2024, 05:32 PM
Q1 2024 47 $245M +$5.47M -$8.37M -$2.91M BSV, VEA, VONG, VONV, BIV 13F-HR 5/6/2024, 09:51 PM
Q4 2023 48 $239M +$17.1M -$15.7M +$1.4M BSV, VEA, VONG, VONV, BIV 13F-HR 1/29/2024, 07:39 PM
Q3 2023 47 $221M +$6.76M -$4.25M +$2.51M BSV, VEA, VONG, BIV, VONV 13F-HR 11/3/2023, 06:03 PM
Q2 2023 46 $226M +$421K -$13.9M -$13.5M BSV, VEA, VONG, VMBS, BIV 13F-HR 7/20/2023, 10:41 AM
Q1 2023 46 $234M +$3.15M -$3.26M -$103K BSV, VEA, VONG, VMBS, BIV 13F-HR 4/24/2023, 09:27 PM
Q4 2022 47 $226M +$13.1M -$7.2M +$5.89M BSV, VEA, VONG, VONV, VMBS 13F-HR 1/25/2023, 07:19 AM
Q3 2022 48 $208M +$13.6M -$11.1M +$2.5M BSV, VEA, VONG, VMBS, BIV 13F-HR 10/26/2022, 10:26 AM
Q2 2022 45 $218M +$11.6M -$11.8M -$124K BSV, VEA, BIV, VMBS, VONG 13F-HR 7/18/2022, 09:18 PM
Q1 2022 46 $242M +$11M -$16M -$4.95M BSV, VONG, VEA, BIV, VONV 13F-HR 5/10/2022, 02:59 PM
Q4 2021 46 $259M +$10.1M -$3.43M +$6.72M BSV, VONG, VEA, BIV, VONV 13F-HR 2/7/2022, 08:05 PM
Q3 2021 45 $246M +$11.8M -$7.06M +$4.76M BSV, VEA, VONG, BIV, VMBS 13F-HR 10/29/2021, 05:14 PM
Q2 2021 45 $244M +$49.4M -$11.3M +$38.1M BSV, VEA, VONG, BIV, VMBS 13F-HR 7/29/2021, 04:10 PM
Q1 2021 45 $225M +$16.3M -$12.4M +$3.84M BSV, VEA, VONG, VMBS, BIV 13F-HR 5/5/2021, 09:14 PM
Q4 2020 43 $214M $0 $0 BSV, VEA, VONG, VMBS, BIV 13F-HR 1/25/2021, 09:27 PM