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OKABENA INVESTMENT SERVICES INC: ESGV position timeline

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

OKABENA INVESTMENT SERVICES INC held 12,339 ESGV 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 12,339 shares
    Change vs previous 13F +87 shares

    0.29% of the 13F portfolio, value $1,631,709.

    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 12,252 shares
    Change vs previous 13F +4,647 shares

    0.27% of the 13F portfolio, value $1,375,532.

    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 7,605 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $919,901.

    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).