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OAKWORTH CAPITAL, INC.: IYH position timeline

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

OAKWORTH CAPITAL, INC. held 609,679 IYH 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 609,679 shares
    Change vs previous 13F +192,446 shares

    1.95% of the 13F portfolio, value $40,962,283.

    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 417,233 shares
    Change vs previous 13F +6,613 shares

    1.36% of the 13F portfolio, value $25,718,239.

    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 410,620 shares
    Change vs previous 13F +10,255 shares

    1.46% of the 13F portfolio, value $26,731,413.

    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 400,365 shares
    Change vs previous 13F +347 shares

    1.36% of the 13F portfolio, value $23,509,437.

    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 400,018 shares
    Change vs previous 13F +6,606 shares

    1.46% of the 13F portfolio, value $22,593,017.

    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 393,412 shares
    Change vs previous 13F +13,577 shares

    1.67% of the 13F portfolio, value $23,954,860.

    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 379,835 shares
    Change vs previous 13F +2,794 shares

    1.52% of the 13F portfolio, value $22,132,946.

    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 377,041 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $24,507,601.

    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).