WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV: IUSV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV on IUSV, newest first. How the timeline and the estimate are built.
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV held 2,800 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 2,800 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $308,420.
13F-HR 0001398344-26-012960 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,800 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $286,300.
13F-HR 0001398344-26-007408 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,800 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $287,112.
13F-HR 0001398344-26-001830 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,800 sharesChange vs previous 13F -14 shares
0.05% of the 13F portfolio, value $279,860.
13F-HR 0001398344-25-020028 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,814 sharesChange vs previous 13F +14 shares
0.05% of the 13F portfolio, value $266,268.
13F-HR 0001398344-25-014034 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,800 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $258,412.
13F-HR 0001398344-25-008878 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,800 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $259,252.
13F-HR 0001398344-25-001515 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,800 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $267,372.
13F-HR 0001398344-24-019203 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).