OAKWORTH CAPITAL, INC.: DFSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKWORTH CAPITAL, INC. on DFSD, newest first. How the timeline and the estimate are built.
OAKWORTH CAPITAL, INC. held 1,308 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,308 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $62,457.
13F-HR 0001140361-26-029253 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,308 sharesChange vs previous 13F -586 shares
<0.01% of the 13F portfolio, value $62,627.
13F-HR 0001140361-26-016601 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,894 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $90,817.
13F-HR 0001140361-26-002927 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,894 sharesChange vs previous 13F -820 shares
0.01% of the 13F portfolio, value $91,272.
13F-HR 0001140361-25-040287 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,714 sharesChange vs previous 13F -283 shares
0.01% of the 13F portfolio, value $130,300.
13F-HR 0001140361-25-026209 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,997 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $142,417.
13F-HR 0001140361-25-015315 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).