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WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV: IWF 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 IWF, newest first. How the timeline and the estimate are built.

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV held 343,894 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 343,894 shares
    Change vs previous 13F +252,381 shares

    6.15% of the 13F portfolio, value $42,701,355.

    13F-HR 0001398344-26-012960 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 91,513 shares
    Change vs previous 13F -7,789 shares

    6.25% of the 13F portfolio, value $39,020,951.

    13F-HR 0001398344-26-007408 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 99,302 shares
    Change vs previous 13F +12,141 shares

    7.44% of the 13F portfolio, value $46,999,827.

    13F-HR 0001398344-26-001830 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 87,161 shares
    Change vs previous 13F -1,453 shares

    6.63% of the 13F portfolio, value $40,826,881.

    13F-HR 0001398344-25-020028 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 88,614 shares
    Change vs previous 13F +584 shares

    6.91% of the 13F portfolio, value $37,623,766.

    13F-HR 0001398344-25-014034 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 88,030 shares
    Change vs previous 13F +2,756 shares

    6.64% of the 13F portfolio, value $31,786,889.

    13F-HR 0001398344-25-008878 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 85,274 shares
    Change vs previous 13F +2,429 shares

    7.38% of the 13F portfolio, value $34,244,268.

    13F-HR 0001398344-25-001515 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 82,845 shares
    Change vs previous 13F not available

    6.99% of the 13F portfolio, value $31,098,199.

    13F-HR 0001398344-24-019203 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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