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Disclosery

OKABENA INVESTMENT SERVICES INC: DIS position timeline

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

OKABENA INVESTMENT SERVICES INC held 7,011 DIS 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 7,011 shares
    Change vs previous 13F -278 shares

    0.12% of the 13F portfolio, value $674,809.

    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 7,289 shares
    Change vs previous 13F +195 shares

    0.14% of the 13F portfolio, value $702,514.

    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 7,094 shares
    Change vs previous 13F -16,697 shares

    0.15% of the 13F portfolio, value $807,084.

    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 23,791 shares
    Change vs previous 13F +13,635 shares

    0.53% of the 13F portfolio, value $2,724,070.

    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 10,156 shares
    Change vs previous 13F -2,051 shares

    0.28% of the 13F portfolio, value $1,259,446.

    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 12,207 shares
    Change vs previous 13F +585 shares

    0.3% of the 13F portfolio, value $1,204,831.

    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 11,622 shares
    Change vs previous 13F +866 shares

    0.36% of the 13F portfolio, value $1,294,110.

    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 10,756 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,034,620.

    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).