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Disclosery

OAKWOOD CAPITAL MANAGEMENT LLC/CA: WY position timeline

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

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 0 WY shares at 2020-06-30 per its 13F-HR filed 2020-07-23.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 0 shares
    Change vs previous 13F -128,234 shares

    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).

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

  2. period ended2020-03-31
    13F 128,234 shares
    Change vs previous 13F -760 shares

    1.15% of the 13F portfolio, value $2,174,000.

    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).

  3. period ended2019-12-31
    13F 128,994 shares
    Change vs previous 13F -1,818 shares

    1.62% of the 13F portfolio, value $3,896,000.

    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).

  4. period ended2019-09-30
    13F 130,812 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,623,000.

    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).