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OAKWORTH CAPITAL, INC.: OEF position timeline

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

OAKWORTH CAPITAL, INC. held 100,765 OEF 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 100,765 shares
    Change vs previous 13F -91 shares

    1.75% of the 13F portfolio, value $36,866,892.

    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 100,856 shares
    Change vs previous 13F -2,027 shares

    1.7% of the 13F portfolio, value $32,079,256.

    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 102,883 shares
    Change vs previous 13F -1,112 shares

    1.93% of the 13F portfolio, value $35,285,799.

    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 103,995 shares
    Change vs previous 13F -721 shares

    2% of the 13F portfolio, value $34,613,710.

    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 104,716 shares
    Change vs previous 13F -251 shares

    2.05% of the 13F portfolio, value $31,870,299.

    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 104,967 shares
    Change vs previous 13F -2,788 shares

    1.98% of the 13F portfolio, value $28,428,202.

    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 107,755 shares
    Change vs previous 13F -492 shares

    2.14% of the 13F portfolio, value $31,125,053.

    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 108,247 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $29,958,445.

    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).