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Woodward Financial Advisors, Inc.: VBR position timeline

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

Woodward Financial Advisors, Inc. held 15,592 VBR 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 15,592 shares
    Change vs previous 13F -509 shares

    1.27% of the 13F portfolio, value $3,788,804.

    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 16,101 shares
    Change vs previous 13F -735 shares

    1.32% of the 13F portfolio, value $3,417,985.

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

  3. period ended2025-12-31
    13F 16,836 shares
    Change vs previous 13F -787 shares

    1.34% of the 13F portfolio, value $3,565,634.

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

  4. period ended2025-09-30
    13F 17,623 shares
    Change vs previous 13F -7 shares

    1.4% of the 13F portfolio, value $3,678,009.

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

  5. period ended2025-06-30
    13F 17,630 shares
    Change vs previous 13F -48 shares

    1.42% of the 13F portfolio, value $3,438,051.

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

  6. period ended2025-03-31
    13F 17,678 shares
    Change vs previous 13F -274 shares

    1.56% of the 13F portfolio, value $3,293,258.

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

  7. period ended2024-12-31
    13F 17,952 shares
    Change vs previous 13F -338 shares

    1.76% of the 13F portfolio, value $3,557,767.

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

  8. period ended2024-09-30
    13F 18,290 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,672,241.

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