OAKWORTH CAPITAL, INC.: SFBS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKWORTH CAPITAL, INC. on SFBS, newest first. How the timeline and the estimate are built.
OAKWORTH CAPITAL, INC. held 14,233 SFBS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 14,233 sharesChange vs previous 13F -465 shares
0.06% of the 13F portfolio, value $1,234,713.
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 14,698 sharesChange vs previous 13F +2,463 shares
0.06% of the 13F portfolio, value $1,070,455.
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 12,235 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $878,351.
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 12,235 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $985,284.
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 12,235 sharesChange vs previous 13F -602 shares
0.06% of the 13F portfolio, value $948,334.
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 12,837 sharesChange vs previous 13F -2,112 shares
0.07% of the 13F portfolio, value $1,060,336.
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 14,949 sharesChange vs previous 13F -860 shares
0.09% of the 13F portfolio, value $1,266,779.
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 15,809 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,271,834.
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).