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OARSMAN CAPITAL, INC.: SPYG position timeline

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

OARSMAN CAPITAL, INC. held 631,032 SPYG 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 631,032 shares
    Change vs previous 13F +88,022 shares

    7.95% of the 13F portfolio, value $75,086,473.

    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 543,010 shares
    Change vs previous 13F +4,211 shares

    6.6% of the 13F portfolio, value $53,166,085.

    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 538,799 shares
    Change vs previous 13F +34,644 shares

    7.47% of the 13F portfolio, value $57,489,869.

    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 504,155 shares
    Change vs previous 13F +29,007 shares

    7.39% of the 13F portfolio, value $52,689,204.

    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 475,148 shares
    Change vs previous 13F +33,661 shares

    7.1% of the 13F portfolio, value $45,291,151.

    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 441,487 shares
    Change vs previous 13F +16,241 shares

    6.37% of the 13F portfolio, value $35,482,298.

    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 425,246 shares
    Change vs previous 13F +43,540 shares

    6.52% of the 13F portfolio, value $37,379,149.

    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 381,706 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $31,658,684.

    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).