WOODWARD DIVERSIFIED CAPITAL, LLC RS — RELIANCE INC

Ownership history in WOODWARD DIVERSIFIED CAPITAL, LLC  ·  6 quarters on record

AI Ownership Summary

WOODWARD DIVERSIFIED CAPITAL, LLC reported RELIANCE INC (RS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 15.95% in 2025 Q1. The latest visible filing shows RS at 11.60% 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.

What this RS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WOODWARD DIVERSIFIED CAPITAL, LLC's position in RELIANCE 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
2026 Q1

RS was reported at 11.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.95% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

RS stock page WOODWARD DIVERSIFIED CAPITAL, LLC fund profile WOODWARD DIVERSIFIED CAPITAL, LLC full holdings
How WOODWARD DIVERSIFIED CAPITAL, LLC held RS — position size vs. price
% of Fund (quarterly)    RS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 78,350 — 0% 11.60% $25.5M 2026-04-24 $350.47
2025 Q4 UNCHANGED — — — 78,350 — 0% 10.37% $22.6M 2026-01-14 $313.23
2025 Q3 UNCHANGED — — — 78,350 — 0% 10.25% $22.0M 2025-10-21 $275.34
2025 Q2 ADDED — — — 78,350 +302 +0.4% 12.44% $24.6M 2025-07-18 $330.84
2025 Q1 UNCHANGED — — — 78,048 — 0% 15.95% $22.5M 2025-05-02 $291.28
2024 Q4 INITIATED — — — 78,048 — — 15.44% $21.0M 2025-01-28 $285.62

🏢 Other funds also holding RS

As of 2026 Q1 — sorted by position size

ProCore Advisors, LLC 30.46% YACKTMAN ASSET MANAGEMENT LP 3Y 7Y 2.81% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 2.14% Cornerstone Capital, Inc. 3Y 7Y 1.94% SRB CORP 3Y 7Y 1.79% Oliver Luxxe Assets LLC 3Y 7Y 1.21% EVEXIA WEALTH LLC 1.2% ORSER CAPITAL MANAGEMENT, LLC 3Y 1.05% Copeland Capital Management, LLC 3Y 7Y 0.85% ALPINE WOODS CAPITAL INVESTORS, LLC 3Y 7Y 0.77%

FAQ About WOODWARD DIVERSIFIED CAPITAL, LLC and RS

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

How long has WOODWARD DIVERSIFIED CAPITAL, LLC reported owning RS?

WOODWARD DIVERSIFIED CAPITAL, LLC reported RS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RS position in WOODWARD DIVERSIFIED CAPITAL, LLC's portfolio?

The largest reported portfolio weight for RS was 15.95% in 2025 Q1.

What is the latest reported RS position on this page?

The most recent filing on this page is 2026 Q1, when WOODWARD DIVERSIFIED CAPITAL, LLC reported 78,350 shares, equal to 11.60% of portfolio, with an estimated market value of $25.5M.

What does the chart on this RS ownership page compare?

The chart compares WOODWARD DIVERSIFIED CAPITAL, LLC's quarterly RS 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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