Skip to content
Disclosery

OKABENA INVESTMENT SERVICES INC: BRK-B position timeline

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

OKABENA INVESTMENT SERVICES INC held 8,282 BRK-B 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 8,282 shares
    Change vs previous 13F -353 shares

    0.74% of the 13F portfolio, value $4,144,230.

    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 8,635 shares
    Change vs previous 13F +338 shares

    0.8% of the 13F portfolio, value $4,137,892.

    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 8,297 shares
    Change vs previous 13F +700 shares

    0.8% of the 13F portfolio, value $4,170,494.

    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 7,597 shares
    Change vs previous 13F +55 shares

    0.74% of the 13F portfolio, value $3,819,322.

    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 7,542 shares
    Change vs previous 13F +1,500 shares

    0.81% of the 13F portfolio, value $3,663,677.

    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 6,042 shares
    Change vs previous 13F +1,155 shares

    0.81% of the 13F portfolio, value $3,217,848.

    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 4,887 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,215,179.

    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 4,887 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,249,291.

    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).