WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV historic quarter change: Foreign Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 771118), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | Canada | $0.625B | 42 |
| DSG Capital Advisors, LLC | United States | $0.625B | 123 |
| Marshall Financial Group, LLC | United States | $0.625B | 293 |
| Annis Gardner Whiting Capital Advisors, LLC | United States | $0.625B | 1,330 |
| Strategic Global Advisors, LLC | United States | $0.625B | 142 |
| CHICAGO TRUST Co NA | United States | $0.626B | 663 |
| XY Planning Network, Inc. | United States | $0.626B | 273 |
| Kinsale Capital Group, Inc. | United States | $0.624B | 41 |
| LJI Wealth Management, LLC | United States | $0.626B | 194 |
| West Virginia University Foundation, Inc | United States | $0.623B | 2 |