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OAKWORTH CAPITAL, INC.: SHV position timeline

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

OAKWORTH CAPITAL, INC. held 610,581 SHV 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 610,581 shares
    Change vs previous 13F -88,137 shares

    3.2% of the 13F portfolio, value $67,273,017.

    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 698,718 shares
    Change vs previous 13F -314,675 shares

    4.08% of the 13F portfolio, value $77,131,496.

    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 1,013,393 shares
    Change vs previous 13F +324,227 shares

    6.09% of the 13F portfolio, value $111,625,247.

    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 689,166 shares
    Change vs previous 13F +10,138 shares

    4.4% of the 13F portfolio, value $76,145,953.

    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 679,028 shares
    Change vs previous 13F -138,723 shares

    4.83% of the 13F portfolio, value $74,978,274.

    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 817,751 shares
    Change vs previous 13F +767,382 shares

    6.29% of the 13F portfolio, value $90,328,783.

    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 50,369 shares
    Change vs previous 13F +11,539 shares

    0.38% of the 13F portfolio, value $5,546,140.

    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 38,830 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,295,765.

    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).