Windward Private Wealth Management Inc. SEC EDGAR Filings (CIK 0001835866)

SEC EDGAR filings, ownership reports, and insider transactions for 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

Recent SEC filings for Windward Private Wealth Management Inc. including 13F-HR, N-PX.

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

About this filer

Windward Private Wealth Management Inc. files with the SEC under CIK 0001835866. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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