Skip to content
Disclosery

Woodward Financial Advisors, Inc.: IJR position timeline

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

Woodward Financial Advisors, Inc. held 8,318 IJR 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 8,318 shares
    Change vs previous 13F -220 shares

    0.41% of the 13F portfolio, value $1,233,699.

    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 8,538 shares
    Change vs previous 13F -454 shares

    0.4% of the 13F portfolio, value $1,032,034.

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

  3. period ended2025-12-31
    13F 8,992 shares
    Change vs previous 13F +46 shares

    0.4% of the 13F portfolio, value $1,080,704.

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

  4. period ended2025-09-30
    13F 8,946 shares
    Change vs previous 13F -43 shares

    0.41% of the 13F portfolio, value $1,063,099.

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

  5. period ended2025-06-30
    13F 8,989 shares
    Change vs previous 13F +10 shares

    0.4% of the 13F portfolio, value $982,450.

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

  6. period ended2025-03-31
    13F 8,979 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $938,974.

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

  7. period ended2024-12-31
    13F 8,979 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,034,604.

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

  8. period ended2024-09-30
    13F 8,979 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,050,229.

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