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OAKWORTH CAPITAL, INC.: IWF position timeline

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

OAKWORTH CAPITAL, INC. held 1,473,997 IWF 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 1,473,997 shares
    Change vs previous 13F +1,113,164 shares

    8.68% of the 13F portfolio, value $182,362,916.

    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 360,833 shares
    Change vs previous 13F +7,850 shares

    8.15% of the 13F portfolio, value $153,859,190.

    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 352,983 shares
    Change vs previous 13F -4,100 shares

    9.12% of the 13F portfolio, value $167,066,879.

    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 357,083 shares
    Change vs previous 13F +2,423 shares

    9.67% of the 13F portfolio, value $167,261,253.

    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 354,660 shares
    Change vs previous 13F +1,442 shares

    9.71% of the 13F portfolio, value $150,581,558.

    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 353,218 shares
    Change vs previous 13F -2,750 shares

    8.88% of the 13F portfolio, value $127,543,501.

    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 355,968 shares
    Change vs previous 13F +2,338 shares

    9.83% of the 13F portfolio, value $142,949,250.

    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 353,630 shares
    Change vs previous 13F not available

    9.2% of the 13F portfolio, value $132,745,262.

    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).