OAKWORTH CAPITAL, INC.: OTIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKWORTH CAPITAL, INC. on OTIS, newest first. How the timeline and the estimate are built.
OAKWORTH CAPITAL, INC. held 314 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 314 sharesChange vs previous 13F -15 shares
<0.01% of the 13F portfolio, value $22,374.
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 329 sharesChange vs previous 13F -14 shares
<0.01% of the 13F portfolio, value $25,360.
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 343 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $29,962.
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 343 sharesChange vs previous 13F +113 shares
<0.01% of the 13F portfolio, value $31,360.
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 230 sharesChange vs previous 13F -100 shares
<0.01% of the 13F portfolio, value $22,774.
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 330 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $34,056.
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 330 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $30,561.
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 330 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $34,301.
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).