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OAKWORTH CAPITAL, INC.: SDY position timeline

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

OAKWORTH CAPITAL, INC. held 2,389 SDY 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 2,389 shares
    Change vs previous 13F +1,613 shares

    0.02% of the 13F portfolio, value $363,558.

    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 776 shares
    Change vs previous 13F +470 shares

    0.01% of the 13F portfolio, value $113,250.

    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 306 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $42,583.

    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 306 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $42,855.

    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 306 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $41,533.

    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 306 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $41,518.

    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 306 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $40,423.

    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 306 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,464.

    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).