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Woodward Financial Advisors, Inc.: DFAS position timeline

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

Woodward Financial Advisors, Inc. held 72,662 DFAS 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 72,662 shares
    Change vs previous 13F -993 shares

    2% of the 13F portfolio, value $5,982,975.

    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 73,655 shares
    Change vs previous 13F -1,067 shares

    1.96% of the 13F portfolio, value $5,096,176.

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

  3. period ended2025-12-31
    13F 74,722 shares
    Change vs previous 13F -842 shares

    1.95% of the 13F portfolio, value $5,205,854.

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

  4. period ended2025-09-30
    13F 75,564 shares
    Change vs previous 13F -1,370 shares

    1.97% of the 13F portfolio, value $5,173,118.

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

  5. period ended2025-06-30
    13F 76,934 shares
    Change vs previous 13F +287 shares

    2.02% of the 13F portfolio, value $4,901,478.

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

  6. period ended2025-03-31
    13F 76,647 shares
    Change vs previous 13F -1,709 shares

    2.17% of the 13F portfolio, value $4,579,666.

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

  7. period ended2024-12-31
    13F 78,356 shares
    Change vs previous 13F -1,446 shares

    2.52% of the 13F portfolio, value $5,099,379.

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

  8. period ended2024-09-30
    13F 79,802 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $5,175,931.

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