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OKABENA INVESTMENT SERVICES INC: DFAT position timeline

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

OKABENA INVESTMENT SERVICES INC held 7,423 DFAT 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 7,423 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $518,868.

    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 7,423 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $463,566.

    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 7,423 shares
    Change vs previous 13F +942 shares

    0.08% of the 13F portfolio, value $441,965.

    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 6,481 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $377,259.

    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 6,481 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $349,715.

    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 6,481 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $333,707.

    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).