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Woodward Financial Advisors, Inc.: DFAI position timeline

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

Woodward Financial Advisors, Inc. held 113,429 DFAI 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 113,429 shares
    Change vs previous 13F -952 shares

    1.56% of the 13F portfolio, value $4,678,957.

    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 114,381 shares
    Change vs previous 13F +535 shares

    1.67% of the 13F portfolio, value $4,328,194.

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

  3. period ended2025-12-31
    13F 113,846 shares
    Change vs previous 13F -935 shares

    1.62% of the 13F portfolio, value $4,338,666.

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

  4. period ended2025-09-30
    13F 114,781 shares
    Change vs previous 13F -3,373 shares

    1.59% of the 13F portfolio, value $4,172,304.

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

  5. period ended2025-06-30
    13F 118,154 shares
    Change vs previous 13F +24,803 shares

    1.68% of the 13F portfolio, value $4,084,568.

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

  6. period ended2025-03-31
    13F 93,351 shares
    Change vs previous 13F -4,626 shares

    1.38% of the 13F portfolio, value $2,915,351.

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

  7. period ended2024-12-31
    13F 97,977 shares
    Change vs previous 13F -6,646 shares

    1.42% of the 13F portfolio, value $2,860,923.

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

  8. period ended2024-09-30
    13F 104,623 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $3,324,916.

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