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OARSMAN CAPITAL, INC.: SCHF position timeline

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

OARSMAN CAPITAL, INC. held 3,037,490 SCHF 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 3,037,490 shares
    Change vs previous 13F +230,936 shares

    8.91% of the 13F portfolio, value $84,138,478.

    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 2,806,554 shares
    Change vs previous 13F +220,629 shares

    8.63% of the 13F portfolio, value $69,462,218.

    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 2,585,925 shares
    Change vs previous 13F +431,339 shares

    8.08% of the 13F portfolio, value $62,165,626.

    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 2,154,586 shares
    Change vs previous 13F +280,255 shares

    7.04% of the 13F portfolio, value $50,158,774.

    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 1,874,331 shares
    Change vs previous 13F +162,342 shares

    6.5% of the 13F portfolio, value $41,422,717.

    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 1,711,989 shares
    Change vs previous 13F +124,333 shares

    6.08% of the 13F portfolio, value $33,863,144.

    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 1,587,656 shares
    Change vs previous 13F +949,008 shares

    5.12% of the 13F portfolio, value $29,371,640.

    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 638,648 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $26,261,213.

    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).