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OARSMAN CAPITAL, INC.: ACWX position timeline

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

OARSMAN CAPITAL, INC. held 12,057 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,057 shares
    Change vs previous 13F -196 shares

    0.1% of the 13F portfolio, value $917,635.

    13F-HR 0001569667-26-000003 filed by OARSMAN 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 12,253 shares
    Change vs previous 13F -860 shares

    0.1% of the 13F portfolio, value $838,941.

    13F-HR 0001569667-26-000002 filed by OARSMAN 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 13,113 shares
    Change vs previous 13F +4,237 shares

    0.11% of the 13F portfolio, value $880,254.

    13F-HR 0001569667-26-000001 filed by OARSMAN 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 8,876 shares
    Change vs previous 13F -8,330 shares

    0.08% of the 13F portfolio, value $577,029.

    13F-HR 0001569667-25-000013 filed by OARSMAN 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 17,206 shares
    Change vs previous 13F +9,350 shares

    0.16% of the 13F portfolio, value $1,048,534.

    13F-HR 0001569667-25-000003 filed by OARSMAN 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 7,856 shares
    Change vs previous 13F -2,501 shares

    0.08% of the 13F portfolio, value $435,615.

    13F-HR 0001569667-25-000002 filed by OARSMAN 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 10,357 shares
    Change vs previous 13F +3,310 shares

    0.09% of the 13F portfolio, value $540,221.

    13F-HR 0001569667-25-000001 filed by OARSMAN 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 7,047 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $403,229.

    13F-HR 0001569667-24-000005 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).