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Woodward Financial Advisors, Inc.: DFAT position timeline

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

Woodward Financial Advisors, Inc. held 70,151 DFAT 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 70,151 shares
    Change vs previous 13F -2,103 shares

    1.64% of the 13F portfolio, value $4,903,545.

    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 72,254 shares
    Change vs previous 13F -4,084 shares

    1.7% of the 13F portfolio, value $4,423,411.

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

  3. period ended2025-12-31
    13F 76,338 shares
    Change vs previous 13F -149 shares

    1.7% of the 13F portfolio, value $4,545,194.

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

  4. period ended2025-09-30
    13F 76,487 shares
    Change vs previous 13F +78 shares

    1.7% of the 13F portfolio, value $4,452,316.

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

  5. period ended2025-06-30
    13F 76,409 shares
    Change vs previous 13F +21,324 shares

    1.7% of the 13F portfolio, value $4,123,025.

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

  6. period ended2025-03-31
    13F 55,085 shares
    Change vs previous 13F +501 shares

    1.34% of the 13F portfolio, value $2,836,334.

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

  7. period ended2024-12-31
    13F 54,584 shares
    Change vs previous 13F -2,406 shares

    1.5% of the 13F portfolio, value $3,038,137.

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

  8. period ended2024-09-30
    13F 56,990 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,170,329.

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