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OARSMAN CAPITAL, INC.: IWF position timeline

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

OARSMAN CAPITAL, INC. held 26,115 IWF 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 26,115 shares
    Change vs previous 13F +20,440 shares

    0.34% of the 13F portfolio, value $3,242,743.

    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 5,675 shares
    Change vs previous 13F -11,503 shares

    0.3% of the 13F portfolio, value $2,419,968.

    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 17,178 shares
    Change vs previous 13F +1,306 shares

    1.06% of the 13F portfolio, value $8,130,511.

    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 15,872 shares
    Change vs previous 13F -2,777 shares

    1.04% of the 13F portfolio, value $7,434,776.

    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 18,649 shares
    Change vs previous 13F -1,018 shares

    1.24% of the 13F portfolio, value $7,918,139.

    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 19,667 shares
    Change vs previous 13F -2,877 shares

    1.28% of the 13F portfolio, value $7,101,682.

    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 22,544 shares
    Change vs previous 13F -1,275 shares

    1.58% of the 13F portfolio, value $9,053,220.

    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 23,819 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $8,941,176.

    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).