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OAKWORTH CAPITAL, INC.: IWD position timeline

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

OAKWORTH CAPITAL, INC. held 877,912 IWD 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 877,912 shares
    Change vs previous 13F +15,615 shares

    10.15% of the 13F portfolio, value $213,388,404.

    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 862,297 shares
    Change vs previous 13F +27,261 shares

    9.76% of the 13F portfolio, value $184,246,994.

    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 835,036 shares
    Change vs previous 13F +25,803 shares

    9.59% of the 13F portfolio, value $175,641,481.

    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 809,233 shares
    Change vs previous 13F +15,075 shares

    9.52% of the 13F portfolio, value $164,751,746.

    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 794,158 shares
    Change vs previous 13F +11,977 shares

    9.94% of the 13F portfolio, value $154,249,310.

    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 782,181 shares
    Change vs previous 13F +18,007 shares

    10.25% of the 13F portfolio, value $147,175,170.

    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 764,174 shares
    Change vs previous 13F +17,641 shares

    9.73% of the 13F portfolio, value $141,471,547.

    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 746,533 shares
    Change vs previous 13F not available

    9.82% of the 13F portfolio, value $141,691,958.

    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).