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OKABENA INVESTMENT SERVICES INC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OKABENA INVESTMENT SERVICES INC on AAPL, newest first. How the timeline and the estimate are built.

OKABENA INVESTMENT SERVICES INC held 48,837 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,837 shares
    Change vs previous 13F -14,390 shares

    2.52% of the 13F portfolio, value $14,131,474.

    13F-HR 0001157519-26-000003 filed by OKABENA INVESTMENT SERVICES 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 63,227 shares
    Change vs previous 13F -328 shares

    3.09% of the 13F portfolio, value $16,046,380.

    13F-HR 0000897101-26-000173 filed by OKABENA INVESTMENT SERVICES 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 63,555 shares
    Change vs previous 13F +21,456 shares

    3.3% of the 13F portfolio, value $17,278,069.

    13F-HR 0000897101-26-000047 filed by OKABENA INVESTMENT SERVICES 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 42,099 shares
    Change vs previous 13F +3,280 shares

    2.08% of the 13F portfolio, value $10,719,675.

    13F-HR 0000897101-25-000603 filed by OKABENA INVESTMENT SERVICES 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 38,819 shares
    Change vs previous 13F +8,895 shares

    1.77% of the 13F portfolio, value $7,964,494.

    13F-HR 0000897101-25-000466 filed by OKABENA INVESTMENT SERVICES 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 29,924 shares
    Change vs previous 13F +7,199 shares

    1.67% of the 13F portfolio, value $6,647,018.

    13F-HR 0000897101-25-000252 filed by OKABENA INVESTMENT SERVICES 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 22,725 shares
    Change vs previous 13F 0 shares

    1.58% of the 13F portfolio, value $5,690,795.

    13F-HR 0000897101-25-000093 filed by OKABENA INVESTMENT SERVICES 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 22,725 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,294,925.

    13F-HR 0000897101-24-000561 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).