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Woodward Financial Advisors, Inc.: DFAE position timeline

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

Woodward Financial Advisors, Inc. held 57,137 DFAE 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 57,137 shares
    Change vs previous 13F -2,195 shares

    0.77% of the 13F portfolio, value $2,297,463.

    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 59,332 shares
    Change vs previous 13F -775 shares

    0.75% of the 13F portfolio, value $1,940,750.

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

  3. period ended2025-12-31
    13F 60,107 shares
    Change vs previous 13F +20 shares

    0.73% of the 13F portfolio, value $1,957,675.

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

  4. period ended2025-09-30
    13F 60,087 shares
    Change vs previous 13F -215 shares

    0.72% of the 13F portfolio, value $1,894,541.

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

  5. period ended2025-06-30
    13F 60,302 shares
    Change vs previous 13F +45,535 shares

    0.72% of the 13F portfolio, value $1,745,741.

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

  6. period ended2025-03-31
    13F 14,767 shares
    Change vs previous 13F +1,311 shares

    0.18% of the 13F portfolio, value $382,330.

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

  7. period ended2024-12-31
    13F 13,456 shares
    Change vs previous 13F -393 shares

    0.17% of the 13F portfolio, value $341,373.

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

  8. period ended2024-09-30
    13F 13,849 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $379,605.

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