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Disclosery

WoodTrust Financial Corp: WM position timeline

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

WoodTrust Financial Corp held 42,165 WM 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 42,165 shares
    Change vs previous 13F -291 shares

    1.04% of the 13F portfolio, value $8,598,000.

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

  2. period ended2026-06-30
    13F 42,456 shares
    Change vs previous 13F +413 shares

    1.12% of the 13F portfolio, value $9,462,000.

    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 42,043 shares
    Change vs previous 13F +1,601 shares

    1.25% of the 13F portfolio, value $9,661,000.

    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 40,442 shares
    Change vs previous 13F -2,019 shares

    1.04% of the 13F portfolio, value $8,885,000.

    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 42,461 shares
    Change vs previous 13F +546 shares

    1.12% of the 13F portfolio, value $9,376,000.

    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 41,915 shares
    Change vs previous 13F +2,586 shares

    1.25% of the 13F portfolio, value $9,591,000.

    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 39,329 shares
    Change vs previous 13F +5,666 shares

    1.28% of the 13F portfolio, value $9,105,000.

    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 33,663 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $6,793,000.

    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).