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OAKWORTH CAPITAL, INC.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKWORTH CAPITAL, INC. on IJR, newest first. How the timeline and the estimate are built.

OAKWORTH CAPITAL, INC. held 462,139 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,139 shares
    Change vs previous 13F +5,403 shares

    3.25% of the 13F portfolio, value $68,394,079.

    13F-HR 0001140361-26-029253 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 456,736 shares
    Change vs previous 13F +199,259 shares

    3.01% of the 13F portfolio, value $56,776,863.

    13F-HR 0001140361-26-016601 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 257,477 shares
    Change vs previous 13F +4,821 shares

    1.69% of the 13F portfolio, value $30,943,587.

    13F-HR 0001140361-26-002927 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 252,656 shares
    Change vs previous 13F +7,958 shares

    1.73% of the 13F portfolio, value $30,023,108.

    13F-HR 0001140361-25-040287 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 244,698 shares
    Change vs previous 13F -307 shares

    1.72% of the 13F portfolio, value $26,743,062.

    13F-HR 0001140361-25-026209 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 245,005 shares
    Change vs previous 13F -649,905 shares

    1.78% of the 13F portfolio, value $25,620,180.

    13F-HR 0001140361-25-015315 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 894,910 shares
    Change vs previous 13F +23,180 shares

    7.09% of the 13F portfolio, value $103,111,541.

    13F-HR 0001140361-25-002072 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 871,730 shares
    Change vs previous 13F not available

    7.07% of the 13F portfolio, value $101,957,545.

    13F-HR 0001140361-24-043787 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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