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Wood Tarver Financial Group, LLC: DFEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wood Tarver Financial Group, LLC on DFEB, newest first. How the timeline and the estimate are built.

Wood Tarver Financial Group, LLC held 36,160 DFEB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,160 shares
    Change vs previous 13F -1,209 shares

    0.43% of the 13F portfolio, value $1,825,000.

    13F-HR 0002059344-26-000003 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,369 shares
    Change vs previous 13F +1,135 shares

    0.49% of the 13F portfolio, value $1,770,000.

    13F-HR 0002059344-26-000002 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,234 shares
    Change vs previous 13F -735 shares

    0.49% of the 13F portfolio, value $1,729,000.

    13F-HR 0002059344-26-000001 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,969 shares
    Change vs previous 13F +3,018 shares

    0.51% of the 13F portfolio, value $1,720,000.

    13F-HR 0002059344-25-000005 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,951 shares
    Change vs previous 13F +456 shares

    0.46% of the 13F portfolio, value $1,515,000.

    13F-HR 0002059344-25-000002 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,495 shares
    Change vs previous 13F +7,452 shares

    0.46% of the 13F portfolio, value $1,411,815.

    13F-HR 0001898296-25-000008 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,043 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,111,000.

    13F-HR 0002059344-25-000001 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).