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OARSMAN CAPITAL, INC.: SPY position timeline

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

OARSMAN CAPITAL, INC. held 4,204 SPY 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 4,204 shares
    Change vs previous 13F -146 shares

    0.33% of the 13F portfolio, value $3,139,540.

    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 4,350 shares
    Change vs previous 13F -389 shares

    0.35% of the 13F portfolio, value $2,828,742.

    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 4,739 shares
    Change vs previous 13F +438 shares

    0.42% of the 13F portfolio, value $3,231,739.

    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 4,301 shares
    Change vs previous 13F -211 shares

    0.4% of the 13F portfolio, value $2,865,315.

    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 4,512 shares
    Change vs previous 13F +365 shares

    0.44% of the 13F portfolio, value $2,787,580.

    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 4,147 shares
    Change vs previous 13F +930 shares

    0.42% of the 13F portfolio, value $2,319,690.

    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 3,217 shares
    Change vs previous 13F +236 shares

    0.33% of the 13F portfolio, value $1,885,606.

    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 2,981 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,710,512.

    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).