WWD WOODWARD INC

Ownership history in Spectrum Planning & Advisory Services Inc.  ·  20 quarters on record

AI Ownership Summary

Spectrum Planning & Advisory Services Inc. reported WOODWARD INC (WWD) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.65% in 2023 Q4. The latest visible filing shows WWD at 1.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spectrum Planning & Advisory Services Inc.'s position in WOODWARD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WWD was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spectrum Planning & Advisory Services Inc. held WWD — position size vs. price
% of Fund (quarterly)    WWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 8,418 0% 1.31% $2.5M 2026-02-14 (Est.) $379.08
2025 Q3 UNCHANGED 8,418 0% 1.20% $2.1M 2025-11-13 $262.79
2025 Q2 REDUCED 8,418 -150 -1.8% 1.33% $2.1M 2025-07-15 $250.98
2025 Q1 UNCHANGED 8,568 0% 1.30% $1.6M 2025-04-22 $167.08
2024 Q4 UNCHANGED 8,568 0% 1.24% $1.4M 2025-01-22 $188.53
2024 Q3 UNCHANGED 8,568 0% 1.41% $1.5M 2024-11-08 $177.15
2024 Q2 UNCHANGED 8,568 0% 1.47% $1.5M 2024-07-18 $176.46
2023 Q4 REDUCED 8,568 -500 -5.5% 1.65% $1.2M 2024-01-18 $134.24
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Spectrum Planning & Advisory Services Inc. and WWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spectrum Planning & Advisory Services Inc. reported owning WWD?

Spectrum Planning & Advisory Services Inc. reported WWD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WWD position in Spectrum Planning & Advisory Services Inc.'s portfolio?

The largest reported portfolio weight for WWD was 1.65% in 2023 Q4.

What is the latest reported WWD position on this page?

The most recent filing on this page is 2025 Q4, when Spectrum Planning & Advisory Services Inc. reported 8,418 shares, equal to 1.31% of portfolio, with an estimated market value of $2.5M.

What does the chart on this WWD ownership page compare?

The chart compares Spectrum Planning & Advisory Services Inc.'s quarterly WWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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