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Woodward Financial Advisors, Inc.: VTIP position timeline

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

Woodward Financial Advisors, Inc. held 432,340 VTIP 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 432,340 shares
    Change vs previous 13F +23,142 shares

    7.26% of the 13F portfolio, value $21,716,424.

    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 409,198 shares
    Change vs previous 13F +10,216 shares

    7.87% of the 13F portfolio, value $20,435,361.

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

  3. period ended2025-12-31
    13F 398,982 shares
    Change vs previous 13F +10,344 shares

    7.39% of the 13F portfolio, value $19,733,662.

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

  4. period ended2025-09-30
    13F 388,638 shares
    Change vs previous 13F +15,650 shares

    7.5% of the 13F portfolio, value $19,676,734.

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

  5. period ended2025-06-30
    13F 372,988 shares
    Change vs previous 13F +6,034 shares

    7.72% of the 13F portfolio, value $18,750,100.

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

  6. period ended2025-03-31
    13F 366,954 shares
    Change vs previous 13F +10,239 shares

    8.68% of the 13F portfolio, value $18,311,024.

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

  7. period ended2024-12-31
    13F 356,715 shares
    Change vs previous 13F +14,274 shares

    8.55% of the 13F portfolio, value $17,272,139.

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

  8. period ended2024-09-30
    13F 342,441 shares
    Change vs previous 13F not available

    8.47% of the 13F portfolio, value $16,885,757.

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