Skip to content
Disclosery

Wood Tarver Financial Group, LLC: DSEP position timeline

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

Wood Tarver Financial Group, LLC held 88,810 DSEP 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 88,810 shares
    Change vs previous 13F -6,943 shares

    0.99% of the 13F portfolio, value $4,213,000.

    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 95,753 shares
    Change vs previous 13F -4,965 shares

    1.16% of the 13F portfolio, value $4,209,000.

    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 100,718 shares
    Change vs previous 13F +36,628 shares

    1.27% of the 13F portfolio, value $4,522,000.

    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 64,090 shares
    Change vs previous 13F +4,494 shares

    0.84% of the 13F portfolio, value $2,832,000.

    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 59,596 shares
    Change vs previous 13F +8,727 shares

    0.76% of the 13F portfolio, value $2,526,000.

    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 50,869 shares
    Change vs previous 13F +4,234 shares

    0.66% of the 13F portfolio, value $2,018,269.

    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 46,635 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,890,000.

    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).