Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $266 Million
  • Prior Value $277 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Leeward Financial Partners, LLC Portfolio

Follow Leeward Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leeward Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leeward Financial Partners, LLC with notifications on news.