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Woodward Financial Advisors, Inc.: DFAX position timeline

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

Woodward Financial Advisors, Inc. held 0 DFAX shares at 2026-03-31 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -6,537 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 6,537 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $213,967.

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

  3. period ended2025-09-30
    13F 6,535 shares
    Change vs previous 13F -2,424 shares

    0.08% of the 13F portfolio, value $205,054.

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

  4. period ended2025-06-30
    13F 8,959 shares
    Change vs previous 13F +50 shares

    0.11% of the 13F portfolio, value $263,140.

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

  5. period ended2025-03-31
    13F 8,909 shares
    Change vs previous 13F +8,909 shares

    0.11% of the 13F portfolio, value $233,416.

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -9,062 shares

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 9,062 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $244,763.

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