$523 Thousand is the total value of WoodTrust Financial Corp's 218 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | Buy | ISHARES TR MSCI EAFE ETFother | $50,543 | -2.5% | 733,351 | +2.6% | 9.67% | +0.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEW | $19,977 | +0.7% | 57,028 | -1.9% | 3.82% | +4.0% |
| MSFT | Sell | MICROSOFT CORP COM | $19,631 | -8.5% | 62,174 | -1.3% | 3.75% | -5.5% |
| IWN | Buy | ISHARES TR RUS 2000 VAL ETFother | $19,483 | -2.7% | 143,736 | +1.1% | 3.73% | +0.4% |
| VOT | Buy | VANGUARD INDEX FDS MCAP GR IDXVIPother | $19,176 | -4.8% | 98,454 | +0.6% | 3.67% | -1.7% |
| VOE | Sell | VANGUARD INDEX FDS MCAP VL IDXVIPother | $18,446 | -12.6% | 140,850 | -7.6% | 3.53% | -9.7% |
| AAPL | Buy | APPLE INC COM | $17,864 | -11.7% | 104,343 | +0.1% | 3.42% | -8.8% |
| IWO | Sell | ISHARES TR RUS 2000 GRW ETFother | $16,650 | -12.4% | 74,282 | -5.2% | 3.18% | -9.6% |
| AMZN | Buy | AMAZON COM INC COM | $14,462 | -2.2% | 113,763 | +0.3% | 2.77% | +1.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFother | $13,981 | -8.7% | 356,563 | -5.3% | 2.67% | -5.7% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $13,512 | -8.0% | 86,754 | -2.2% | 2.58% | -5.0% |
| COST | Sell | COSTCO WHSL CORP NEW COM | $11,967 | +3.9% | 21,182 | -1.0% | 2.29% | +7.3% |
| CRM | Sell | SALESFORCE INC COM | $11,937 | -5.2% | 58,868 | -1.2% | 2.28% | -2.1% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $11,011 | -0.3% | 75,931 | +0.0% | 2.11% | +2.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $10,895 | +5.2% | 21,609 | +0.3% | 2.08% | +8.6% |
| VTI | Buy | VANGUARD INDEX FDS TOTAL STK MKTother | $10,629 | +393.0% | 50,041 | +411.2% | 2.03% | +409.5% |
| WM | Sell | WASTE MGMT INC DEL COM | $9,886 | -14.0% | 64,854 | -2.2% | 1.89% | -11.2% |
| PEP | Buy | PEPSICO INC COM | $9,797 | -8.0% | 57,821 | +0.6% | 1.87% | -5.0% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL A | $9,035 | +2.6% | 17 | 0.0% | 1.73% | +5.9% | |
| GOOGL | Sell | ALPHABET INC CAP STK CL A | $8,895 | +8.3% | 67,975 | -0.9% | 1.70% | +11.8% |
| WMT | Buy | WALMART INC COM | $7,510 | +2.9% | 46,959 | +1.1% | 1.44% | +6.2% |
| PFE | Sell | PFIZER INC COM | $7,342 | -10.9% | 221,349 | -1.5% | 1.40% | -8.1% |
| AMAT | Sell | APPLIED MATLS INC COM | $7,013 | -6.8% | 50,655 | -2.7% | 1.34% | -3.8% |
| GOOG | Sell | ALPHABET INC CAP STK CL C | $6,987 | +6.7% | 52,992 | -2.1% | 1.34% | +10.1% |
| HD | Sell | HOME DEPOT INC COM | $6,969 | -4.9% | 23,065 | -2.2% | 1.33% | -1.8% |
| CVS | Sell | CVS HEALTH CORP COM | $6,696 | -1.4% | 95,905 | -2.3% | 1.28% | +1.8% |
| NKE | Sell | NIKE INC CL B | $6,590 | -14.7% | 68,922 | -1.5% | 1.26% | -11.9% |
| CVX | Buy | CHEVRON CORP NEW COM | $6,573 | +7.4% | 38,979 | +0.2% | 1.26% | +10.8% |
| VRSK | Sell | VERISK ANALYTICS INC COM | $6,176 | +1.9% | 26,143 | -2.5% | 1.18% | +5.2% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $6,125 | -15.7% | 41,057 | -1.6% | 1.17% | -13.0% |
| SBUX | Sell | STARBUCKS CORP COM | $5,703 | -8.3% | 62,475 | -0.5% | 1.09% | -5.3% |
| DIS | Sell | DISNEY WALT CO COM | $5,425 | -11.2% | 66,933 | -2.1% | 1.04% | -8.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC COM | $5,253 | +7.3% | 16,236 | +7.0% | 1.00% | +10.8% |
| NOC | Buy | NORTHROP GRUMMAN CORP COM | $4,682 | -1.8% | 10,637 | +1.7% | 0.90% | +1.2% |
| GD | Buy | GENERAL DYNAMICS CORP COM | $4,657 | +3.8% | 21,073 | +1.0% | 0.89% | +7.2% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. COM | $4,611 | -16.4% | 59,075 | -4.0% | 0.88% | -13.7% |
| HON | Buy | HONEYWELL INTL INC COM | $4,421 | -10.7% | 23,931 | +0.3% | 0.84% | -7.9% |
| Buy | DIMENSIONAL ETF TRUST US MKTWIDE VALUE | $3,574 | -1.0% | 105,056 | +0.4% | 0.68% | +2.2% | |
| KR | Sell | KROGER CO COM | $3,547 | -9.3% | 79,257 | -4.7% | 0.68% | -6.4% |
| FIS | Sell | FIDELITY NATL INFORMATION SV COM | $3,248 | -4.3% | 58,774 | -5.3% | 0.62% | -1.3% |
| PYPL | Buy | PAYPAL HLDGS INC COM | $2,599 | -10.2% | 44,465 | +2.5% | 0.50% | -7.3% |
| VXUS | Buy | VANGUARD STAR FDS VG TL INTL STK Fother | $2,336 | +22.8% | 43,648 | +28.6% | 0.45% | +26.6% |
| BMO | Sell | BANK MONTREAL QUE COM | $2,290 | -9.9% | 27,145 | -3.6% | 0.44% | -7.0% |
| VUG | Sell | VANGUARD INDEX FDS GROWTH ETFother | $2,244 | -5.6% | 8,240 | -1.9% | 0.43% | -2.5% |
| TDG | Sell | TRANSDIGM GROUP INC COM | $2,129 | -15.7% | 2,525 | -10.6% | 0.41% | -13.0% |
| VOO | Buy | VANGUARD INDEX FDS S&P 500 ETF SHSother | $2,111 | -1.3% | 5,375 | +2.3% | 0.40% | +2.0% |
| RB GLOBAL INC COM | $2,041 | +4.2% | 32,655 | 0.0% | 0.39% | +7.4% | ||
| LINDE PLC SHS | $1,977 | -2.3% | 5,310 | 0.0% | 0.38% | +0.8% | ||
| AMGN | AMGEN INC COM | $1,923 | +21.0% | 7,156 | 0.0% | 0.37% | +25.2% | |
| WAB | WABTEC COM | $1,919 | -3.1% | 18,058 | 0.0% | 0.37% | 0.0% | |
| ECL | Buy | ECOLAB INC COM | $1,902 | -8.2% | 11,225 | +1.2% | 0.36% | -5.2% |
| UBER | UBER TECHNOLOGIES INC COM | $1,883 | +6.5% | 40,950 | 0.0% | 0.36% | +9.8% | |
| KO | Sell | COCA COLA CO COM | $1,861 | -9.2% | 33,250 | -2.3% | 0.36% | -6.3% |
| WDAY | WORKDAY INC CL A | $1,812 | -4.9% | 8,435 | 0.0% | 0.35% | -1.7% | |
| FAST | FASTENAL CO COM | $1,755 | -7.4% | 32,125 | 0.0% | 0.34% | -4.3% | |
| ROK | ROCKWELL AUTOMATION INC COM | $1,699 | -13.3% | 5,945 | 0.0% | 0.32% | -10.5% | |
| VTV | Buy | VANGUARD INDEX FDS VALUE ETFother | $1,696 | +0.9% | 12,293 | +3.9% | 0.32% | +4.2% |
| SYK | Buy | STRYKER CORPORATION COM | $1,651 | -8.5% | 6,039 | +2.1% | 0.32% | -5.4% |
| AON | Sell | AON PLC SHS CL A | $1,645 | -7.0% | 5,075 | -1.0% | 0.32% | -4.0% |
| AME | AMETEK INC COM | $1,570 | -8.7% | 10,620 | 0.0% | 0.30% | -5.7% | |
| ORLY | Sell | OREILLY AUTOMOTIVE INC COM | $1,358 | -8.0% | 1,495 | -3.2% | 0.26% | -4.8% |
| ZTS | Buy | ZOETIS INC CL A | $1,354 | +5.1% | 7,783 | +4.1% | 0.26% | +8.4% |
| LOW | Buy | LOWES COS INC COM | $1,325 | -6.4% | 6,373 | +1.7% | 0.25% | -3.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEW | $1,292 | -11.3% | 4,422 | +3.8% | 0.25% | -8.5% |
| SSO | PROSHARES TR PSHS ULT S&P 500other | $1,202 | -8.2% | 22,512 | 0.0% | 0.23% | -5.3% | |
| EVH | EVOLENT HEALTH INC CL A | $1,167 | -10.1% | 42,850 | 0.0% | 0.22% | -7.1% | |
| IRTC | IRHYTHM TECHNOLOGIES INC COM | $1,167 | -9.7% | 12,382 | 0.0% | 0.22% | -6.7% | |
| DXCM | Sell | DEXCOM INC COM | $1,116 | -28.3% | 11,960 | -1.2% | 0.21% | -26.0% |
| SEOAY | STORA ENSO OYJ SPON ADR REP R | $1,102 | +8.7% | 87,500 | 0.0% | 0.21% | +12.2% | |
| SCHW | Buy | SCHWAB CHARLES CORP COM | $1,098 | -0.2% | 20,016 | +3.2% | 0.21% | +2.9% |
| SPGI | Buy | S&P GLOBAL INC COM | $1,097 | -5.9% | 3,003 | +3.3% | 0.21% | -2.8% |
| PG | PROCTER AND GAMBLE CO COM | $1,092 | -3.9% | 7,485 | 0.0% | 0.21% | -0.5% | |
| LLY | Sell | ELI LILLY & CO COM | $1,081 | +9.2% | 2,012 | -4.7% | 0.21% | +13.1% |
| EXAS | EXACT SCIENCES CORP COM | $1,053 | -27.4% | 15,437 | 0.0% | 0.20% | -25.3% | |
| ICE | INTERCONTINENTAL EXCHANGE IN COM | $1,037 | -2.8% | 9,430 | 0.0% | 0.20% | 0.0% | |
| CSGP | Buy | COSTAR GROUP INC COM | $1,030 | -7.4% | 13,400 | +7.2% | 0.20% | -4.4% |
| FLYW | FLYWIRE CORPORATION COM VTG | $1,015 | +2.7% | 31,850 | 0.0% | 0.19% | +6.0% | |
| POOL | POOL CORP COM | $997 | -5.0% | 2,800 | 0.0% | 0.19% | -1.5% | |
| SPT | Buy | SPROUT SOCIAL INC COM CL A | $983 | +10.9% | 19,700 | +2.6% | 0.19% | +14.6% |
| XOM | Sell | EXXON MOBIL CORP COM | $968 | +5.8% | 8,232 | -3.5% | 0.18% | +8.8% |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC COM | $932 | +27.0% | 10,350 | +7.3% | 0.18% | +30.9% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COM | $836 | -24.8% | 12,065 | +2.4% | 0.16% | -22.3% |
| MCD | Sell | MCDONALDS CORP COM | $839 | -12.8% | 3,185 | -1.1% | 0.16% | -10.1% |
| V | Buy | VISA INC COM CL A | $804 | +6.9% | 3,497 | +10.5% | 0.15% | +10.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COM | $805 | +10.0% | 5,736 | +4.8% | 0.15% | +13.2% |
| DSGX | DESCARTES SYS GROUP INC COM | $800 | -8.4% | 10,900 | 0.0% | 0.15% | -5.6% | |
| IJH | New | ISHARES TR CORE S&P MCP ETFother | $792 | – | 3,175 | +100.0% | 0.15% | – |
| Buy | PORTILLOS INC COM CL A | $763 | -25.0% | 49,600 | +10.0% | 0.15% | -22.3% | |
| QQQ | Buy | INVESCO QQQ TR UNIT SER 1 | $744 | +11.2% | 2,078 | +14.8% | 0.14% | +14.5% |
| NOVT | NOVANTA INC COM | $711 | -22.1% | 4,958 | 0.0% | 0.14% | -19.5% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COM | $692 | -6.9% | 11,917 | +2.6% | 0.13% | -4.3% |
| BAH | BOOZ ALLEN HAMILTON HLDG COR CL A | $672 | -2.0% | 6,150 | 0.0% | 0.13% | +1.6% | |
| MDB | MONGODB INC CL A | $666 | -15.8% | 1,925 | 0.0% | 0.13% | -13.6% | |
| RYAN SPECIALTY HOLDINGS INC CL A | $656 | +7.9% | 13,550 | 0.0% | 0.12% | +10.6% | ||
| GNRC | New | GENERAC HLDGS INC COM | $596 | – | 5,475 | +100.0% | 0.11% | – |
| NEOG | Buy | NEOGEN CORP COM | $589 | +119.8% | 31,750 | +157.1% | 0.11% | +126.0% |
| BOND | New | PIMCO ETF TR ACTIVE BD ETFother | $590 | – | 6,716 | +100.0% | 0.11% | – |
| MEG | Buy | MONTROSE ENVIRONMENTAL GROUP COM | $590 | +72.0% | 20,150 | +147.2% | 0.11% | +76.6% |
| TOTL | New | SSGA ACTIVE ETF TR SPDR TR TACTIC | $587 | – | 15,181 | +100.0% | 0.11% | – |
| POWERSCHOOL HOLDINGS INC COM CL A | $573 | +18.1% | 25,300 | 0.0% | 0.11% | +22.2% | ||
| CSCO | Buy | CISCO SYS INC COM | $551 | +6.2% | 10,240 | +2.0% | 0.10% | +9.4% |
| ABT | ABBOTT LABS COM | $532 | -11.3% | 5,499 | 0.0% | 0.10% | -8.1% | |
| NVDA | Buy | NVIDIA CORPORATION COM | $530 | +30.5% | 1,220 | +27.1% | 0.10% | +34.7% |
| EMR | EMERSON ELEC CO COM | $504 | +6.8% | 5,220 | 0.0% | 0.10% | +10.3% | |
| DFAT | Buy | DIMENSIONAL ETF TRUST US TARGETED VLU | $502 | +1.6% | 10,993 | +3.2% | 0.10% | +4.3% |
| Buy | GENERAL ELECTRIC CO COM NEW | $491 | +29.9% | 4,443 | +29.1% | 0.09% | +34.3% | |
| KMB | Buy | KIMBERLY-CLARK CORP COM | $493 | +137.0% | 4,082 | +170.9% | 0.09% | +141.0% |
| UNP | UNION PAC CORP COM | $479 | -0.6% | 2,355 | 0.0% | 0.09% | +3.4% | |
| DSI | Buy | ISHARES TR MSCI KLD400 SOCother | $477 | +5.8% | 5,862 | +9.3% | 0.09% | +8.3% |
| TXN | TEXAS INSTRS INC COM | $463 | -11.6% | 2,909 | 0.0% | 0.09% | -8.2% | |
| SPY | Sell | SPDR S&P 500 ETF TR TR UNITother | $465 | -6.4% | 1,088 | -3.0% | 0.09% | -3.3% |
| WWD | WOODWARD INC COM | $459 | +4.6% | 3,692 | 0.0% | 0.09% | +8.6% | |
| FB | Buy | META PLATFORMS INC CL A | $456 | +6.3% | 1,520 | +1.7% | 0.09% | +10.1% |
| GILD | GILEAD SCIENCES INC COM | $450 | -2.6% | 6,000 | 0.0% | 0.09% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLDother | $379 | -2.6% | 3,665 | 0.0% | 0.07% | 0.0% | |
| SCHX | New | SCHWAB STRATEGIC TR US LRG CAP ETFother | $364 | – | 7,200 | +100.0% | 0.07% | – |
| XMTR | Sell | XOMETRY INC CLASS A COM | $349 | -50.1% | 20,550 | -37.8% | 0.07% | -48.5% |
| TGT | TARGET CORP COM | $347 | -16.2% | 3,142 | 0.0% | 0.07% | -14.3% | |
| LZ | New | LEGALZOOM COM INC COM | $340 | – | 31,100 | +100.0% | 0.06% | – |
| TTE | TOTALENERGIES SE SPONSORED ADS | $319 | +13.9% | 4,850 | 0.0% | 0.06% | +17.3% | |
| DE | DEERE & CO COM | $321 | -7.0% | 850 | 0.0% | 0.06% | -4.7% | |
| BX | BLACKSTONE INC COM | $311 | +15.2% | 2,900 | 0.0% | 0.06% | +18.0% | |
| MDT | New | MEDTRONIC PLC SHS | $302 | – | 3,850 | +100.0% | 0.06% | – |
| CME | CME GROUP INC COM | $302 | +8.2% | 1,507 | 0.0% | 0.06% | +11.5% | |
| IJR | New | ISHARES TR CORE S&P SCP ETFother | $300 | – | 3,181 | +100.0% | 0.06% | – |
| UL | Sell | UNILEVER PLC SPON ADR NEW | $291 | -14.2% | 5,900 | -9.2% | 0.06% | -11.1% |
| HOLX | Sell | HOLOGIC INC COM | $288 | -45.7% | 4,150 | -36.6% | 0.06% | -43.9% |
| ADBE | ADOBE INC COM | $286 | +4.4% | 560 | 0.0% | 0.06% | +7.8% | |
| HWM | HOWMET AEROSPACE INC COM | $284 | -6.6% | 6,133 | 0.0% | 0.05% | -3.6% | |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS A | $283 | +1.1% | 924 | +1.9% | 0.05% | +3.8% |
| NEE | New | NEXTERA ENERGY INC COM | $275 | – | 4,800 | +100.0% | 0.05% | – |
| CAT | CATERPILLAR INC COM | $273 | +11.0% | 1,000 | 0.0% | 0.05% | +13.0% | |
| VBR | Buy | VANGUARD INDEX FDS SM CP VAL ETFother | $273 | -0.7% | 1,710 | +3.0% | 0.05% | +2.0% |
| DVY | ISHARES TR SELECT DIVID ETFother | $265 | -5.0% | 2,461 | 0.0% | 0.05% | -1.9% | |
| ASB | Buy | ASSOCIATED BANC CORP COM | $265 | +6.9% | 15,470 | +1.4% | 0.05% | +10.9% |
| NCBS | NICOLET BANKSHARES INC COM | $268 | +2.7% | 3,840 | 0.0% | 0.05% | +6.2% | |
| VBK | Buy | VANGUARD INDEX FDS SML CP GRW ETFother | $253 | -3.4% | 1,183 | +3.8% | 0.05% | -2.0% |
| LRCX | LAM RESEARCH CORP COM | $251 | -2.3% | 400 | 0.0% | 0.05% | 0.0% | |
| SYY | SYSCO CORP COM | $231 | -10.8% | 3,493 | 0.0% | 0.04% | -8.3% | |
| PSTG | Sell | PURE STORAGE INC CL A | $224 | -11.8% | 6,300 | -8.7% | 0.04% | -8.5% |
| MDLZ | MONDELEZ INTL INC CL A | $224 | -4.7% | 3,221 | 0.0% | 0.04% | -2.3% | |
| BAC | Sell | BANK AMERICA CORP COM | $222 | -7.1% | 8,122 | -2.4% | 0.04% | -4.5% |
| SDY | Sell | SPDR SER TR S&P DIVID ETFother | $218 | -32.1% | 1,894 | -27.6% | 0.04% | -28.8% |
| FISV | Buy | FISERV INC COM | $215 | +6.4% | 1,902 | +18.7% | 0.04% | +10.8% |
| JBHT | HUNT J B TRANS SVCS INC COM | $214 | +4.4% | 1,134 | 0.0% | 0.04% | +7.9% | |
| TTD | Sell | THE TRADE DESK INC COM CL A | $202 | -2.9% | 2,590 | -3.7% | 0.04% | 0.0% |
| WFC | WELLS FARGO CO NEW COM | $200 | -4.3% | 4,901 | 0.0% | 0.04% | -2.6% | |
| F | New | FORD MTR CO DEL COM | $136 | – | 10,912 | +100.0% | 0.03% | – |
| New | EMPNIA INC | $50 | – | 25,000 | +100.0% | 0.01% | – | |
| New | VORTEX ENERGY CORP COM | $22 | – | 40,000 | +100.0% | 0.00% | – | |
| SHMP | NATURALSHRIMP INC COM | $4 | -33.3% | 150,000 | 0.0% | 0.00% | 0.0% | |
| DLB | Exit | DOLBY LABORATORIES INC COM CL A | $0 | – | -2,500 | -100.0% | -0.04% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC COM | $0 | – | -5,716 | -100.0% | -0.04% | – |
| MKC | Exit | MCCORMICK & CO INC COM NON VTG | $0 | – | -2,400 | -100.0% | -0.04% | – |
| PHR | Exit | PHREESIA INC COM | $0 | – | -9,250 | -100.0% | -0.05% | – |
| DEO | Exit | DIAGEO PLC SPON ADR NEW | $0 | – | -1,640 | -100.0% | -0.05% | – |
| ALL | Exit | ALLSTATE CORP COM | $0 | – | -2,726 | -100.0% | -0.06% | – |
| LMT | Exit | LOCKHEED MARTIN CORP COM | $0 | – | -832 | -100.0% | -0.07% | – |
| IVV | Exit | ISHARES TR CORE S&P500 ETFother | $0 | – | -1,175 | -100.0% | -0.10% | – |
| PODD | Exit | INSULET CORP COM | $0 | – | -3,660 | -100.0% | -0.20% | – |
| RMD | Exit | RESMED INC COM | $0 | – | -6,495 | -100.0% | -0.26% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR MSCI EAFE ETF | 24 | Q3 2023 | 11.4% |
| VANGUARD MID-CAP GROWTH ETF | 24 | Q3 2023 | 4.8% |
| VANGUARD MID-CAP VALUE ETF | 24 | Q3 2023 | 4.6% |
| ISHARES TR RUS 2000 VAL ETF | 24 | Q3 2023 | 5.1% |
| ISHARES TR RUS 2000 GRW ETF | 24 | Q3 2023 | 5.0% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 24 | Q3 2023 | 4.1% |
| APPLE INC COM | 24 | Q3 2023 | 4.4% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 4.5% |
| JOHNSON & JOHNSON COM | 24 | Q3 2023 | 3.2% |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 24 | Q3 2023 | 3.0% |
View WoodTrust Financial Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-14 |
View WoodTrust Financial Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.