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Woodward Financial Advisors, Inc.: MSFT position timeline

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

Woodward Financial Advisors, Inc. held 3,356 MSFT 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 3,356 shares
    Change vs previous 13F +86 shares

    0.42% of the 13F portfolio, value $1,252,040.

    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 3,270 shares
    Change vs previous 13F -78 shares

    0.45% of the 13F portfolio, value $1,173,977.

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

  3. period ended2025-12-31
    13F 3,348 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,619,399.

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

  4. period ended2025-09-30
    13F 3,348 shares
    Change vs previous 13F -262 shares

    0.66% of the 13F portfolio, value $1,734,353.

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

  5. period ended2025-06-30
    13F 3,610 shares
    Change vs previous 13F -12 shares

    0.74% of the 13F portfolio, value $1,795,896.

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

  6. period ended2025-03-31
    13F 3,622 shares
    Change vs previous 13F -204 shares

    0.64% of the 13F portfolio, value $1,359,848.

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

  7. period ended2024-12-31
    13F 3,826 shares
    Change vs previous 13F -135 shares

    0.8% of the 13F portfolio, value $1,612,868.

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

  8. period ended2024-09-30
    13F 3,961 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,704,631.

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