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WOODWARD DIVERSIFIED CAPITAL, LLC: PEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOODWARD DIVERSIFIED CAPITAL, LLC on PEG, newest first. How the timeline and the estimate are built.

WOODWARD DIVERSIFIED CAPITAL, LLC held 6,369 PEG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,369 shares
    Change vs previous 13F -65 shares

    0.23% of the 13F portfolio, value $516,887.

    13F-HR 0001846177-26-000003 filed by WOODWARD DIVERSIFIED CAPITAL, 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 6,434 shares
    Change vs previous 13F +296 shares

    0.24% of the 13F portfolio, value $524,846.

    13F-HR 0001846177-26-000002 filed by WOODWARD DIVERSIFIED CAPITAL, 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 6,138 shares
    Change vs previous 13F +324 shares

    0.23% of the 13F portfolio, value $492,883.

    13F-HR 0001846177-26-000001 filed by WOODWARD DIVERSIFIED CAPITAL, 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 5,814 shares
    Change vs previous 13F +46 shares

    0.23% of the 13F portfolio, value $485,199.

    13F-HR 0001846177-25-000004 filed by WOODWARD DIVERSIFIED CAPITAL, 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 5,768 shares
    Change vs previous 13F +2,580 shares

    0.25% of the 13F portfolio, value $485,588.

    13F-HR 0001085146-25-003970 filed by WOODWARD DIVERSIFIED CAPITAL, 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 3,188 shares
    Change vs previous 13F +263 shares

    0.19% of the 13F portfolio, value $262,372.

    13F-HR 0001085146-25-002553 filed by WOODWARD DIVERSIFIED CAPITAL, 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 2,925 shares
    Change vs previous 13F -2,413 shares

    0.18% of the 13F portfolio, value $247,133.

    13F-HR 0001085146-25-000532 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    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 5,338 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $476,225.

    13F-HR 0001085146-24-005289 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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