Broadwind, Inc.
DE ˙ DB ˙ US11161T2078
3,31 € ↓ -0,15 (-4,47%)
2026-06-05
DEL PRIS
SecurityDE:9IRA / Broadwind, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership291,801 shares
Latest Disclosed Value $ 606,946
Dimensional Fund Advisors Lp reports 10.01% increase in ownership of 9IRA / Broadwind, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 291,801 shares of Broadwind, Inc. (DE:9IRA) valued at $508,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 265,255 shares of Broadwind, Inc.. This represents a change in shares of 10.01% during the quarter. The current value of the position is $965,861 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F BROADWIND COM NEW 11161T207 291,801 26,546 10.01 607 -19.20 0.0000
2026-02-12 2025-12-31 13F BROADWIND COM NEW 11161T207 265,255 39,244 17.36 751 58.23 0.0002
2025-11-12 2025-09-30 13F BROADWIND COM NEW 11161T207 226,011 10,142 4.70 475 21.54 0.0001
2025-08-12 2025-06-30 13F BROADWIND COM NEW 11161T207 215,869 0 0.00 391 24.60 0.0001
2025-05-13 2025-03-31 13F BROADWIND COM NEW 11161T207 215,869 -37,865 -14.92 313 -34.38 0.0001
2025-02-13 2024-12-31 13F BROADWIND COM NEW 11161T207 253,734 -101,689 -28.61 477 -40.82 0.0001
2024-11-07 2024-09-30 13F BROADWIND COM NEW 11161T207 355,423 25,831 7.84 807 -25.44 0.0002
2024-08-09 2024-06-30 13F BROADWIND COM NEW 11161T207 329,592 35,182 11.95 1,081 54.43 0.0003
2024-05-10 2024-03-31 13F BROADWIND COM NEW 11161T207 294,410 21,772 7.99 701 -7.28 0.0002
2024-02-07 2023-12-31 13F BROADWIND COM NEW 11161T207 272,638 30,877 12.77 755 -2.33 0.0002
2023-11-09 2023-09-30 13F BROADWIND COM NEW 11161T207 241,761 -6,717 -2.70 774 -18.55 0.0003
2023-08-09 2023-06-30 13F BROADWIND COM NEW 11161T207 248,478 -11,084 -4.27 949 -4.72 0.0003
2023-05-12 2023-03-31 13F BROADWIND COM NEW 11161T207 259,562 -14,522 -5.30 997 0.0003
2023-02-09 2022-12-31 13F BROADWIND COM NEW 11161T207 274,084 15,811 6.12 0 -100.00 0.0001
2022-11-10 2022-09-30 13F BROADWIND COM NEW 11161T207 258,273 -2,234 -0.86 780 82.67 0.0003
2022-08-12 2022-06-30 13F BROADWIND COM NEW 11161T207 260,507 -22,801 -8.05 427 -30.57 0.0002
2022-05-13 2022-03-31 13F BROADWIND COM 11161T207 283,308 -40,190 -12.42 615 1.15 0.0002
2022-02-09 2021-12-31 13F BROADWIND COM 11161T207 323,498 -27,396 -7.81 608 -33.11 0.0002
2021-11-12 2021-09-30 13F BROADWIND COM 11161T207 350,894 -112,885 -24.34 909 -56.73 0.0003
2021-08-12 2021-06-30 13F BROADWIND COM 11161T207 463,779 103,762 28.82 2,101 -11.72 0.0007
2021-05-14 2021-03-31 13F BROADWIND COM 11161T207 360,017 56,158 18.48 2,380 -1.24 0.0008
2021-03-08 2020-12-31 13F/A-2 BROADWIND COM 11161T207 303,859 164 0.05 2,410 176.38 0.0009
2021-02-11 2020-12-31 13F BROADWIND COM 11161T207 303,859 164 2,410 870.3639
2020-11-12 2020-09-30 13F BROADWIND COM 11161T207 303,695 16,496 5.74 872 -19.03 0.0004
2020-08-13 2020-06-30 13F BROADWIND COM 11161T207 287,199 -32,543 -10.18 1,077 140.40 0.0005
2020-05-14 2020-03-31 13F BROADWIND ENERGY COM 11161T207 319,742 -20,963 -6.15 448 -20.85 0.0002
2020-02-14 2019-12-31 13F BROADWIND ENERGY COM 11161T207 340,705 -48,709 -12.51 566 -13.98 0.0002
2019-11-12 2019-09-30 13F BROADWIND ENERGY COM 11161T207 389,414 -12,724 -3.16 658 -26.32 0.0003
2019-08-13 2019-06-30 13F BROADWIND ENERGY COM 11161T207 402,138 0 0.00 893 32.10 0.0003
2019-08-12 2019-03-31 13F/A-2 BROADWIND ENERGY COM 11161T207 402,138 -10,727 -2.60 676 25.88 0.0003
2019-05-10 2019-03-31 13F BROADWIND ENERGY COM 11161T207 402,138 -10,727 676
2019-02-26 2018-12-31 13F/A-1 BROADWIND ENERGY COM 11161T207 412,865 -3,570 -0.86 537 -40.86 0.0002
2019-02-13 2018-12-31 13F BROADWIND ENERGY COM 11161T207 412,865 -3,570 537
2018-11-13 2018-09-30 13F BROADWIND ENERGY COM 11161T207 416,435 -26,351 -5.95 908 -13.11 0.0003
2018-08-10 2018-06-30 13F BROADWIND ENERGY COM 11161T207 442,786 28,418 6.86 1,045 14.58 0.0004
2018-05-11 2018-03-31 13F BROADWIND ENERGY COM 11161T207 414,368 0 0.00 912 -19.08 0.0004
2018-02-12 2017-12-31 13F BROADWIND ENERGY COM 11161T207 414,368 2,600 0.63 1,127 -15.52 0.0005
2017-11-13 2017-09-30 13F BROADWIND ENERGY COM 11161T207 411,768 57,813 16.33 1,334 -25.22 0.0006
2017-08-11 2017-06-30 13F BROADWIND ENERGY COM 11161T207 353,955 244,298 222.78 1,784 95.40 0.0008
2017-05-12 2017-03-31 13F BROADWIND ENERGY COM 11161T207 109,657 57,522 110.33 913 332.70 0.0004
2017-02-09 2016-12-31 13F BROADWIND ENERGY COM 11161T207 52,135 0 0.00 211 -7.86 0.0001
2016-11-10 2016-09-30 13F BROADWIND ENERGY COM 11161T207 52,135 26,253 101.43 229 110.09 0.0001
2016-08-09 2016-06-30 13F BROADWIND ENERGY COM 11161T207 25,882 25,882 0.00 109 0.0001
2015-05-14 2015-03-31 13F BROADWIND ENERGY COM 11161T207 0 -7,384 -100.00 0 -100.00
2015-02-06 2014-12-31 13F BROADWIND ENERGY COM 11161T207 7,384 0 0.00 40 -27.27 0.0000
2014-11-13 2014-09-30 13F BROADWIND ENERGY COM 11161T207 7,384 -550 -6.93 55 -21.43 0.0000
2014-08-08 2014-06-30 13F BROADWIND ENERGY COM 11161T207 7,934 0 0.00 70 -27.84 0.0000
2014-05-14 2014-03-31 13F BROADWIND ENERGY COM 11161T207 7,934 0 0.00 97 29.33 0.0001
2014-02-12 2013-12-31 13F BROADWIND ENERGY COM 11161T207 7,934 -333 -4.03 75 15.38 0.0001
2013-11-13 2013-09-30 13F BROADWIND ENERGY COM 11161T207 8,267 -840 -9.22 65 47.73 0.0001
2013-08-15 2013-06-30 13F BROADWIND ENERGY COM 11161T207 9,107 9,107 44 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.