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Disclosery

OAKWOOD CAPITAL MANAGEMENT LLC/CA: ISTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKWOOD CAPITAL MANAGEMENT LLC/CA on ISTB, newest first. How the timeline and the estimate are built.

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 0 ISTB shares at 2021-03-31 per its 13F-HR filed 2021-04-30.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 0 shares
    Change vs previous 13F -5,279 shares

    13F-HR 0001077148-21-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2020-12-31
    13F 5,279 shares
    Change vs previous 13F +290 shares

    0.08% of the 13F portfolio, value $273,000.

    13F-HR 0001077148-21-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-09-30
    13F 4,989 shares
    Change vs previous 13F +510 shares

    0.09% of the 13F portfolio, value $257,000.

    13F-HR 0001077148-20-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-06-30
    13F 4,479 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $231,000.

    13F-HR 0001077148-20-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).