Skip to content
Disclosery

OAKWORTH CAPITAL, INC.: IWR position timeline

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

OAKWORTH CAPITAL, INC. held 1,239,128 IWR 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 1,239,128 shares
    Change vs previous 13F +23,212 shares

    6.5% of the 13F portfolio, value $136,622,386.

    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 1,215,916 shares
    Change vs previous 13F +30,419 shares

    6.26% of the 13F portfolio, value $118,223,520.

    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 1,185,497 shares
    Change vs previous 13F +29,052 shares

    6.23% of the 13F portfolio, value $114,127,799.

    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 1,156,445 shares
    Change vs previous 13F +12,778 shares

    6.45% of the 13F portfolio, value $111,654,781.

    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 1,143,667 shares
    Change vs previous 13F +23,148 shares

    6.78% of the 13F portfolio, value $105,183,043.

    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 1,120,519 shares
    Change vs previous 13F +7,397 shares

    6.64% of the 13F portfolio, value $95,322,558.

    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 1,113,122 shares
    Change vs previous 13F +20,237 shares

    6.77% of the 13F portfolio, value $98,399,992.

    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 1,092,885 shares
    Change vs previous 13F not available

    6.68% of the 13F portfolio, value $96,326,908.

    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).