Windward Private Wealth Management Inc. historic quarter change: Foreign Rights, Reduced
In rights (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Windward Private Wealth Management Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1835866), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| PineBridge Investments Asia Ltd | China | $0.289B | 7 |
| Costello Asset Management, INC | United States | $0.289B | 685 |
| Blue Water Asset Management | United States | $0.289B | 103 |
| Cable Car Capital, LP | United States | $0.289B | 128 |
| Goodlander Investment Management, LLC | United States | $0.289B | 12 |
| Wealth Management Associates, Inc. | United States | $0.290B | 234 |
| Sonoma Allocations LLC | United States | $0.290B | 145 |
| Plum Street Advisors, LLC | United States | $0.289B | 98 |
| Raleigh Capital Management Inc. | United States | $0.290B | 775 |
| New Perspectives, Inc | United States | $0.289B | 44 |