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Woodward Financial Advisors, Inc.: IVW position timeline

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

Woodward Financial Advisors, Inc. held 22,221 IVW 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 22,221 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $3,056,054.

    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 22,221 shares
    Change vs previous 13F -488 shares

    0.93% of the 13F portfolio, value $2,415,645.

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

  3. period ended2025-12-31
    13F 22,709 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $2,799,111.

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

  4. period ended2025-09-30
    13F 22,709 shares
    Change vs previous 13F -297 shares

    1.05% of the 13F portfolio, value $2,741,430.

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

  5. period ended2025-06-30
    13F 23,006 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $2,532,961.

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

  6. period ended2025-03-31
    13F 23,006 shares
    Change vs previous 13F -365 shares

    1.01% of the 13F portfolio, value $2,135,647.

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

  7. period ended2024-12-31
    13F 23,371 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $2,372,858.

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

  8. period ended2024-09-30
    13F 23,371 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,237,773.

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