Skip to content
Disclosery

Woodward Financial Advisors, Inc.: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Woodward Financial Advisors, Inc. on BRK-B, newest first. How the timeline and the estimate are built.

Woodward Financial Advisors, Inc. held 2,151 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,151 shares
    Change vs previous 13F -558 shares

    0.36% of the 13F portfolio, value $1,076,339.

    13F-HR 0001951757-26-001261 filed by Woodward Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 2,709 shares
    Change vs previous 13F +61 shares

    0.5% of the 13F portfolio, value $1,285,854.

    13F-HR 0001951757-26-001642 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  3. period ended2025-12-31
    13F 2,648 shares
    Change vs previous 13F -11 shares

    0.5% of the 13F portfolio, value $1,331,017.

    13F-HR 0001951757-26-001641 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  4. period ended2025-09-30
    13F 2,659 shares
    Change vs previous 13F -761 shares

    0.51% of the 13F portfolio, value $1,336,786.

    13F-HR 0001951757-26-001632 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  5. period ended2025-06-30
    13F 3,420 shares
    Change vs previous 13F +1,229 shares

    0.68% of the 13F portfolio, value $1,661,333.

    13F-HR 0001951757-26-001643 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  6. period ended2025-03-31
    13F 2,191 shares
    Change vs previous 13F -11 shares

    0.55% of the 13F portfolio, value $1,166,883.

    13F-HR 0001951757-26-001633 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  7. period ended2024-12-31
    13F 2,202 shares
    Change vs previous 13F -359 shares

    0.49% of the 13F portfolio, value $998,123.

    13F-HR 0001951757-26-001634 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  8. period ended2024-09-30
    13F 2,561 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,178,726.

    13F-HR 0001951757-26-001635 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested