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Disclosery

Woodward Financial Advisors, Inc.: IBM position timeline

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

Woodward Financial Advisors, Inc. held 1,437 IBM 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 1,437 shares
    Change vs previous 13F +1,437 shares

    0.14% of the 13F portfolio, value $404,099.

    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 0 shares
    Change vs previous 13F -857 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.

  3. period ended2025-12-31
    13F 857 shares
    Change vs previous 13F -51 shares

    0.1% of the 13F portfolio, value $253,852.

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

  4. period ended2025-09-30
    13F 908 shares
    Change vs previous 13F +106 shares

    0.1% of the 13F portfolio, value $256,201.

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

  5. period ended2025-06-30
    13F 802 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $236,414.

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