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Woodward Financial Advisors, Inc.: IWF position timeline

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

Woodward Financial Advisors, Inc. held 5,772 IWF 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 5,772 shares
    Change vs previous 13F +4,329 shares

    0.24% of the 13F portfolio, value $716,709.

    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 1,443 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $592,943.

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

  3. period ended2025-12-31
    13F 1,443 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $682,972.

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

  4. period ended2025-09-30
    13F 1,443 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $675,916.

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

  5. period ended2025-06-30
    13F 1,443 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $612,669.

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

  6. period ended2025-03-31
    13F 1,443 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $521,053.

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

  7. period ended2024-12-31
    13F 1,443 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $579,480.

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

  8. period ended2024-09-30
    13F 1,443 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $541,673.

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