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Disclosery

Woodward Financial Advisors, Inc.: IWB position timeline

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

Woodward Financial Advisors, Inc. held 15,755 IWB 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 15,755 shares
    Change vs previous 13F -676 shares

    2.16% of the 13F portfolio, value $6,451,603.

    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 16,431 shares
    Change vs previous 13F -120 shares

    2.19% of the 13F portfolio, value $5,696,176.

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

  3. period ended2025-12-31
    13F 16,551 shares
    Change vs previous 13F -307 shares

    2.31% of the 13F portfolio, value $6,180,788.

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

  4. period ended2025-09-30
    13F 16,858 shares
    Change vs previous 13F -1,170 shares

    2.35% of the 13F portfolio, value $6,161,216.

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

  5. period ended2025-06-30
    13F 18,028 shares
    Change vs previous 13F +2,947 shares

    2.52% of the 13F portfolio, value $6,121,806.

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

  6. period ended2025-03-31
    13F 15,081 shares
    Change vs previous 13F -493 shares

    2.19% of the 13F portfolio, value $4,626,073.

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

  7. period ended2024-12-31
    13F 15,574 shares
    Change vs previous 13F -1,212 shares

    2.48% of the 13F portfolio, value $5,017,327.

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

  8. period ended2024-09-30
    13F 16,786 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $5,277,414.

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