Current Market Value 544,737,284
Current Holdings 139
Most Recent File Date 2025-07-29
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Woodard & Co Asset Management Group Inc /adv . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-29 2025-06-30 13F-HR 139 544,737
2025-05-07 2025-03-31 13F-HR 142 479,593
2025-01-31 2024-12-31 13F-HR 126 464,008
2024-10-23 2024-09-30 13F-HR 118 445,136
2024-07-31 2024-06-30 13F-HR 119 402,257
2024-05-06 2024-03-31 13F-HR 105 375,377
2024-01-25 2023-12-31 13F-HR 100 343,023
2023-11-13 2023-09-30 13F-HR 91 294,566
2023-08-11 2023-06-30 13F-HR 97 301,349
2023-05-12 2023-03-31 13F-HR 98 287,314
2023-02-14 2022-12-31 13F-HR 98 282,498
2022-11-07 2022-09-30 13F-HR 98 217,244
2022-08-11 2022-06-30 13F-HR 106 243,581
2022-05-10 2022-03-31 13F-HR 114 239,431
2022-02-10 2021-12-31 13F-HR 102 210,912
2021-10-29 2021-09-30 13F-HR 99 161,950
2021-08-02 2021-06-30 13F-HR 97 167,273
2021-04-26 2021-03-31 13F-HR 106 157,198
2021-02-03 2020-12-31 13F-HR 97 163,040
2020-10-22 2020-09-30 13F-HR 91 152,831
2020-07-24 2020-06-30 13F-HR 89 147,970
2020-04-27 2020-03-31 13F-HR 86 139,178
2020-01-24 2019-12-31 13F-HR 74 166,104
2019-10-22 2019-09-30 13F-HR 63 157,320
2019-07-26 2019-06-30 13F-HR 28 12,949
2019-04-29 2019-03-31 13F-HR 26 11,898
2019-02-01 2018-12-31 13F-HR 21 9,885
2018-10-26 2018-09-30 13F-HR 265 110,337
2018-08-09 2018-06-30 13F-HR 215 103,112
2018-04-27 2018-03-31 13F-HR 215 102,109
2018-02-16 2017-12-31 13F-HR 244 115,315