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OAKWOOD CAPITAL MANAGEMENT LLC/CA: SPG position timeline

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

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 24,493 SPG shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 24,493 shares
    Change vs previous 13F +6 shares

    0.82% of the 13F portfolio, value $3,196,000.

    13F-HR 0001077148-21-000006 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).

  2. period ended2021-03-31
    13F 24,487 shares
    Change vs previous 13F +6 shares

    0.82% of the 13F portfolio, value $2,786,000.

    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).

  3. period ended2020-12-31
    13F 24,481 shares
    Change vs previous 13F -5,290 shares

    0.64% of the 13F portfolio, value $2,088,000.

    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).

  4. period ended2020-09-30
    13F 29,771 shares
    Change vs previous 13F +5,309 shares

    0.71% of the 13F portfolio, value $1,926,000.

    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).

  5. period ended2020-06-30
    13F 24,462 shares
    Change vs previous 13F +10,212 shares

    0.7% of the 13F portfolio, value $1,673,000.

    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).

  6. period ended2020-03-31
    13F 14,250 shares
    Change vs previous 13F +3,750 shares

    0.41% of the 13F portfolio, value $782,000.

    13F-HR 0001077148-20-000004 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).

  7. period ended2019-12-31
    13F 10,500 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,564,000.

    13F-HR 0001077148-20-000002 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).

  8. period ended2019-09-30
    13F 10,500 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,634,000.

    13F-HR 0001077148-19-000008 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).