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Woodward Financial Advisors, Inc.: BSV position timeline

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

Woodward Financial Advisors, Inc. held 7,132 BSV 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 7,132 shares
    Change vs previous 13F +331 shares

    0.19% of the 13F portfolio, value $555,678.

    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 6,801 shares
    Change vs previous 13F +12 shares

    0.21% of the 13F portfolio, value $532,544.

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

  3. period ended2025-12-31
    13F 6,789 shares
    Change vs previous 13F -282 shares

    0.2% of the 13F portfolio, value $535,073.

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

  4. period ended2025-09-30
    13F 7,071 shares
    Change vs previous 13F -2,167 shares

    0.21% of the 13F portfolio, value $557,975.

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

  5. period ended2025-06-30
    13F 9,238 shares
    Change vs previous 13F +15 shares

    0.3% of the 13F portfolio, value $727,016.

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

  6. period ended2025-03-31
    13F 9,223 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $721,989.

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

  7. period ended2024-12-31
    13F 9,214 shares
    Change vs previous 13F +18 shares

    0.35% of the 13F portfolio, value $711,959.

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

  8. period ended2024-09-30
    13F 9,196 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $723,620.

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