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Woodward Financial Advisors, Inc.: IVE position timeline

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

Woodward Financial Advisors, Inc. held 8,072 IVE 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 8,072 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,832,828.

    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 8,072 shares
    Change vs previous 13F +12 shares

    0.65% of the 13F portfolio, value $1,675,989.

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

  3. period ended2025-12-31
    13F 8,060 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,709,284.

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

  4. period ended2025-09-30
    13F 8,060 shares
    Change vs previous 13F -60 shares

    0.63% of the 13F portfolio, value $1,664,471.

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

  5. period ended2025-06-30
    13F 8,120 shares
    Change vs previous 13F -27 shares

    0.65% of the 13F portfolio, value $1,586,810.

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

  6. period ended2025-03-31
    13F 8,147 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,552,655.

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

  7. period ended2024-12-31
    13F 8,147 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,555,099.

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

  8. period ended2024-09-30
    13F 8,147 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,606,344.

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