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OARSMAN CAPITAL, INC.: IAUM position timeline

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

OARSMAN CAPITAL, INC. held 41,961 IAUM 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 41,961 shares
    Change vs previous 13F -946 shares

    0.18% of the 13F portfolio, value $1,678,860.

    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 42,907 shares
    Change vs previous 13F -2,069 shares

    0.25% of the 13F portfolio, value $2,003,757.

    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 44,976 shares
    Change vs previous 13F -2,769 shares

    0.25% of the 13F portfolio, value $1,933,518.

    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 47,745 shares
    Change vs previous 13F -495 shares

    0.26% of the 13F portfolio, value $1,838,183.

    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 48,240 shares
    Change vs previous 13F -210 shares

    0.25% of the 13F portfolio, value $1,591,438.

    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 48,450 shares
    Change vs previous 13F -1,370 shares

    0.27% of the 13F portfolio, value $1,510,187.

    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 49,820 shares
    Change vs previous 13F -637 shares

    0.23% of the 13F portfolio, value $1,303,789.

    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 50,457 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,324,496.

    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).