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Woodward Financial Advisors, Inc.: DFUV position timeline

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

Woodward Financial Advisors, Inc. held 152,581 DFUV 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 152,581 shares
    Change vs previous 13F -3,822 shares

    2.81% of the 13F portfolio, value $8,393,490.

    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 156,403 shares
    Change vs previous 13F +469 shares

    2.86% of the 13F portfolio, value $7,430,688.

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

  3. period ended2025-12-31
    13F 155,934 shares
    Change vs previous 13F +21 shares

    2.72% of the 13F portfolio, value $7,264,950.

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

  4. period ended2025-09-30
    13F 155,913 shares
    Change vs previous 13F +25 shares

    2.66% of the 13F portfolio, value $6,967,771.

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

  5. period ended2025-06-30
    13F 155,888 shares
    Change vs previous 13F +27 shares

    2.71% of the 13F portfolio, value $6,590,944.

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

  6. period ended2025-03-31
    13F 155,861 shares
    Change vs previous 13F +22 shares

    3.04% of the 13F portfolio, value $6,423,045.

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

  7. period ended2024-12-31
    13F 155,839 shares
    Change vs previous 13F +25 shares

    3.16% of the 13F portfolio, value $6,376,913.

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

  8. period ended2024-09-30
    13F 155,814 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $6,495,888.

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