Windward Private Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Windward Private Wealth Management going back to Jan. 26, 2021
- Windward Private Wealth Management 2025 Q3 - filed Nov. 5, 2025 - new!
- Windward Private Wealth Management 2025 Q2 - filed July 22, 2025
- Windward Private Wealth Management 2025 Q1 - filed May 8, 2025
- Windward Private Wealth Management 2024 Q4 - filed Jan. 30, 2025
- Windward Private Wealth Management 2024 Q3 - filed Nov. 1, 2024
- Windward Private Wealth Management 2024 Q2 - filed July 23, 2024
- Windward Private Wealth Management 2024 Q1 - filed May 7, 2024
- Windward Private Wealth Management 2023 Q4 - filed Jan. 30, 2024
- Windward Private Wealth Management 2023 Q3 - filed Nov. 6, 2023
- Windward Private Wealth Management 2023 Q2 - filed July 20, 2023
- Windward Private Wealth Management 2023 Q1 - filed April 25, 2023
- Windward Private Wealth Management 2022 Q4 - filed Jan. 25, 2023
- Windward Private Wealth Management 2022 Q3 - filed Oct. 26, 2022
- Windward Private Wealth Management 2022 Q2 - filed July 19, 2022
- Windward Private Wealth Management 2022 Q1 - filed May 10, 2022
- Windward Private Wealth Management 2021 Q4 - filed Feb. 8, 2022
- Windward Private Wealth Management 2021 Q3 - filed Oct. 29, 2021
- Windward Private Wealth Management 2021 Q2 - filed July 29, 2021
- Windward Private Wealth Management 2021 Q1 - filed May 6, 2021
- Windward Private Wealth Management 2020 Q4 - filed Jan. 26, 2021