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Woodward Financial Advisors, Inc.: DFSD position timeline

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

Woodward Financial Advisors, Inc. held 857,876 DFSD 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 857,876 shares
    Change vs previous 13F +80,723 shares

    13.69% of the 13F portfolio, value $40,963,585.

    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 777,153 shares
    Change vs previous 13F +62,375 shares

    14.29% of the 13F portfolio, value $37,093,532.

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

  3. period ended2025-12-31
    13F 714,778 shares
    Change vs previous 13F +43,276 shares

    12.84% of the 13F portfolio, value $34,273,610.

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

  4. period ended2025-09-30
    13F 671,502 shares
    Change vs previous 13F +85,892 shares

    12.34% of the 13F portfolio, value $32,359,700.

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

  5. period ended2025-06-30
    13F 585,610 shares
    Change vs previous 13F +66,082 shares

    11.58% of the 13F portfolio, value $28,115,157.

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

  6. period ended2025-03-31
    13F 519,528 shares
    Change vs previous 13F +116,615 shares

    11.7% of the 13F portfolio, value $24,687,959.

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

  7. period ended2024-12-31
    13F 402,913 shares
    Change vs previous 13F +102,859 shares

    9.35% of the 13F portfolio, value $18,888,576.

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

  8. period ended2024-09-30
    13F 300,054 shares
    Change vs previous 13F not available

    7.18% of the 13F portfolio, value $14,324,589.

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