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Disclosery

WoodTrust Financial Corp: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WoodTrust Financial Corp on JPM, newest first. How the timeline and the estimate are built.

WoodTrust Financial Corp held 83,147 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 83,147 shares
    Change vs previous 13F -1,558 shares

    3.33% of the 13F portfolio, value $27,508,000.

    13F-HR 0001725247-26-000008 filed by WoodTrust Financial Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 84,705 shares
    Change vs previous 13F +11,586 shares

    3.29% of the 13F portfolio, value $27,727,000.

    13F-HR 0001725247-26-000004 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 73,119 shares
    Change vs previous 13F -5,431 shares

    2.78% of the 13F portfolio, value $21,508,000.

    13F-HR 0001725247-26-000003 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 78,550 shares
    Change vs previous 13F -491 shares

    2.95% of the 13F portfolio, value $25,310,000.

    13F-HR 0001725247-26-000001 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 79,041 shares
    Change vs previous 13F -1,652 shares

    2.97% of the 13F portfolio, value $24,932,000.

    13F-HR 0001725247-25-000011 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 80,693 shares
    Change vs previous 13F +1,129 shares

    3.04% of the 13F portfolio, value $23,394,000.

    13F-HR 0001725247-25-000005 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 79,564 shares
    Change vs previous 13F -486 shares

    2.73% of the 13F portfolio, value $19,517,000.

    13F-HR 0001725247-25-000003 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 80,050 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $19,189,000.

    13F-HR 0001725247-25-000001 filed by WoodTrust Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).