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OARSMAN CAPITAL, INC.: SPYM position timeline

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

OARSMAN CAPITAL, INC. held 291,664 SPYM 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 291,664 shares
    Change vs previous 13F +117,130 shares

    2.71% of the 13F portfolio, value $25,631,413.

    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 174,534 shares
    Change vs previous 13F +9,068 shares

    1.66% of the 13F portfolio, value $13,358,826.

    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 165,466 shares
    Change vs previous 13F +11,426 shares

    1.72% of the 13F portfolio, value $13,273,696.

    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 154,040 shares
    Change vs previous 13F +8,272 shares

    1.69% of the 13F portfolio, value $12,067,459.

    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 145,768 shares
    Change vs previous 13F +6,370 shares

    1.66% of the 13F portfolio, value $10,595,904.

    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 139,398 shares
    Change vs previous 13F +6,422 shares

    1.65% of the 13F portfolio, value $9,166,808.

    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 132,976 shares
    Change vs previous 13F +27,438 shares

    1.6% of the 13F portfolio, value $9,167,359.

    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 105,538 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $7,124,883.

    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).