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OARSMAN CAPITAL, INC.: DWM position timeline

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

OARSMAN CAPITAL, INC. held 8,887 DWM 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 8,887 shares
    Change vs previous 13F -600 shares

    0.07% of the 13F portfolio, value $650,656.

    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 9,487 shares
    Change vs previous 13F -1,905 shares

    0.08% of the 13F portfolio, value $663,052.

    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 11,392 shares
    Change vs previous 13F -1,365 shares

    0.1% of the 13F portfolio, value $783,314.

    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 12,757 shares
    Change vs previous 13F -400 shares

    0.12% of the 13F portfolio, value $844,742.

    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 13,157 shares
    Change vs previous 13F -1,877 shares

    0.13% of the 13F portfolio, value $836,259.

    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 15,034 shares
    Change vs previous 13F -1,056 shares

    0.16% of the 13F portfolio, value $874,301.

    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 16,090 shares
    Change vs previous 13F -917 shares

    0.15% of the 13F portfolio, value $847,865.

    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 17,007 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $978,849.

    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).