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Woodward Financial Advisors, Inc.: DFAC position timeline

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

Woodward Financial Advisors, Inc. held 50,558 DFAC 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 50,558 shares
    Change vs previous 13F -294 shares

    0.75% of the 13F portfolio, value $2,242,767.

    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 50,852 shares
    Change vs previous 13F -18,252 shares

    0.74% of the 13F portfolio, value $1,922,714.

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

  3. period ended2025-12-31
    13F 69,104 shares
    Change vs previous 13F +1,020 shares

    1.02% of the 13F portfolio, value $2,735,819.

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

  4. period ended2025-09-30
    13F 68,084 shares
    Change vs previous 13F +1,113 shares

    1% of the 13F portfolio, value $2,625,992.

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

  5. period ended2025-06-30
    13F 66,971 shares
    Change vs previous 13F +7,363 shares

    0.99% of the 13F portfolio, value $2,400,249.

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

  6. period ended2025-03-31
    13F 59,608 shares
    Change vs previous 13F -1,285 shares

    0.93% of the 13F portfolio, value $1,966,475.

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

  7. period ended2024-12-31
    13F 60,893 shares
    Change vs previous 13F -4,684 shares

    1.04% of the 13F portfolio, value $2,106,303.

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

  8. period ended2024-09-30
    13F 65,577 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,248,645.

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