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OAKWORTH CAPITAL, INC.: IVV position timeline

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

OAKWORTH CAPITAL, INC. held 6,008 IVV 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 6,008 shares
    Change vs previous 13F -23 shares

    0.21% of the 13F portfolio, value $4,499,844.

    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 6,031 shares
    Change vs previous 13F -47 shares

    0.21% of the 13F portfolio, value $3,939,510.

    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 6,078 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $4,163,066.

    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 6,078 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $4,068,007.

    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 6,080 shares
    Change vs previous 13F -140 shares

    0.24% of the 13F portfolio, value $3,775,075.

    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 6,220 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $3,495,020.

    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 6,220 shares
    Change vs previous 13F +685 shares

    0.25% of the 13F portfolio, value $3,661,591.

    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 5,535 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,192,699.

    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).