Skip to content
Disclosery

Woodward Financial Advisors, Inc.: DFEM position timeline

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

Woodward Financial Advisors, Inc. held 563,555 DFEM 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 563,555 shares
    Change vs previous 13F -470 shares

    7.66% of the 13F portfolio, value $22,902,875.

    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 564,025 shares
    Change vs previous 13F -28,805 shares

    7.26% of the 13F portfolio, value $18,849,719.

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

  3. period ended2025-12-31
    13F 592,830 shares
    Change vs previous 13F -278 shares

    7.34% of the 13F portfolio, value $19,610,809.

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

  4. period ended2025-09-30
    13F 593,108 shares
    Change vs previous 13F +6,647 shares

    7.25% of the 13F portfolio, value $19,020,973.

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

  5. period ended2025-06-30
    13F 586,461 shares
    Change vs previous 13F +21,066 shares

    7.17% of the 13F portfolio, value $17,406,174.

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

  6. period ended2025-03-31
    13F 565,395 shares
    Change vs previous 13F +33,666 shares

    7.09% of the 13F portfolio, value $14,960,343.

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

  7. period ended2024-12-31
    13F 531,729 shares
    Change vs previous 13F +27,767 shares

    6.89% of the 13F portfolio, value $13,925,987.

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

  8. period ended2024-09-30
    13F 503,962 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $14,186,517.

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