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Woodward Financial Advisors, Inc.: DFIC position timeline

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

Woodward Financial Advisors, Inc. held 769,245 DFIC 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 769,245 shares
    Change vs previous 13F +34,455 shares

    9.58% of the 13F portfolio, value $28,662,057.

    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 734,790 shares
    Change vs previous 13F -37,259 shares

    9.76% of the 13F portfolio, value $25,342,911.

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

  3. period ended2025-12-31
    13F 772,049 shares
    Change vs previous 13F +3,038 shares

    9.96% of the 13F portfolio, value $26,604,812.

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

  4. period ended2025-09-30
    13F 769,011 shares
    Change vs previous 13F +54,352 shares

    9.61% of the 13F portfolio, value $25,215,869.

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

  5. period ended2025-06-30
    13F 714,659 shares
    Change vs previous 13F +41,720 shares

    9.15% of the 13F portfolio, value $22,218,735.

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

  6. period ended2025-03-31
    13F 672,939 shares
    Change vs previous 13F +77,050 shares

    8.86% of the 13F portfolio, value $18,687,507.

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

  7. period ended2024-12-31
    13F 595,889 shares
    Change vs previous 13F +57,217 shares

    7.62% of the 13F portfolio, value $15,400,764.

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

  8. period ended2024-09-30
    13F 538,672 shares
    Change vs previous 13F not available

    7.6% of the 13F portfolio, value $15,158,217.

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