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Disclosery

Woodward Financial Advisors, Inc.: IWC position timeline

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

Woodward Financial Advisors, Inc. held 10,336 IWC 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 10,336 shares
    Change vs previous 13F -297 shares

    0.69% of the 13F portfolio, value $2,067,655.

    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 10,633 shares
    Change vs previous 13F -331 shares

    0.63% of the 13F portfolio, value $1,630,117.

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

  3. period ended2025-12-31
    13F 10,964 shares
    Change vs previous 13F -415 shares

    0.65% of the 13F portfolio, value $1,729,031.

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

  4. period ended2025-09-30
    13F 11,379 shares
    Change vs previous 13F -330 shares

    0.65% of the 13F portfolio, value $1,696,482.

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

  5. period ended2025-06-30
    13F 11,709 shares
    Change vs previous 13F +5,335 shares

    0.62% of the 13F portfolio, value $1,494,764.

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

  6. period ended2025-03-31
    13F 6,374 shares
    Change vs previous 13F +3 shares

    0.34% of the 13F portfolio, value $706,912.

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

  7. period ended2024-12-31
    13F 6,371 shares
    Change vs previous 13F +4 shares

    0.41% of the 13F portfolio, value $830,626.

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

  8. period ended2024-09-30
    13F 6,367 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $785,207.

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