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OAKWORTH CAPITAL, INC.: SPYI position timeline

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

OAKWORTH CAPITAL, INC. held 15,368 SPYI 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 15,368 shares
    Change vs previous 13F +1,267 shares

    0.04% of the 13F portfolio, value $815,887.

    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 14,101 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $696,166.

    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 14,101 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $740,726.

    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).