OAKWORTH CAPITAL, INC.: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKWORTH CAPITAL, INC. on MSFT, newest first. How the timeline and the estimate are built.
OAKWORTH CAPITAL, INC. held 47,417 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 47,417 sharesChange vs previous 13F -179 shares
0.85% of the 13F portfolio, value $17,785,370.
13F-HR 0001140361-26-029253 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 47,596 sharesChange vs previous 13F +841 shares
0.93% of the 13F portfolio, value $17,618,613.
13F-HR 0001140361-26-016601 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 46,755 sharesChange vs previous 13F +218 shares
1.23% of the 13F portfolio, value $22,611,649.
13F-HR 0001140361-26-002927 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 46,537 sharesChange vs previous 13F +874 shares
1.39% of the 13F portfolio, value $24,103,839.
13F-HR 0001140361-25-040287 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 45,663 sharesChange vs previous 13F +1,692 shares
1.46% of the 13F portfolio, value $22,713,236.
13F-HR 0001140361-25-026209 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 43,971 sharesChange vs previous 13F -3,404 shares
1.15% of the 13F portfolio, value $16,506,281.
13F-HR 0001140361-25-015315 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,375 sharesChange vs previous 13F -1,337 shares
1.37% of the 13F portfolio, value $19,968,585.
13F-HR 0001140361-25-002072 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48,712 sharesChange vs previous 13F not available
1.45% of the 13F portfolio, value $20,960,778.
13F-HR 0001140361-24-043787 filed by OAKWORTH CAPITAL, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).