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OKABENA INVESTMENT SERVICES INC: BLK position timeline

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

OKABENA INVESTMENT SERVICES INC held 2,885 BLK 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 2,885 shares
    Change vs previous 13F -234 shares

    0.5% of the 13F portfolio, value $2,774,101.

    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 3,119 shares
    Change vs previous 13F +1,525 shares

    0.58% of the 13F portfolio, value $2,999,573.

    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 1,594 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,706,122.

    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 1,594 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $1,858,397.

    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 1,592 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,670,406.

    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 1,592 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,506,796.

    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).