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OKABENA INVESTMENT SERVICES INC: BND position timeline

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

OKABENA INVESTMENT SERVICES INC held 142,986 BND 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 142,986 shares
    Change vs previous 13F +8,808 shares

    1.87% of the 13F portfolio, value $10,496,602.

    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 134,178 shares
    Change vs previous 13F +22,060 shares

    1.9% of the 13F portfolio, value $9,880,868.

    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 112,118 shares
    Change vs previous 13F +17,262 shares

    1.58% of the 13F portfolio, value $8,304,580.

    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 94,856 shares
    Change vs previous 13F +2,647 shares

    1.37% of the 13F portfolio, value $7,054,441.

    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 92,209 shares
    Change vs previous 13F +6,035 shares

    1.51% of the 13F portfolio, value $6,789,349.

    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 86,174 shares
    Change vs previous 13F +25,145 shares

    1.59% of the 13F portfolio, value $6,329,480.

    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 61,029 shares
    Change vs previous 13F -25,668 shares

    1.22% of the 13F portfolio, value $4,388,595.

    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 86,697 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $6,511,812.

    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).