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OKABENA INVESTMENT SERVICES INC: GE position timeline

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

OKABENA INVESTMENT SERVICES INC held 8,076 GE 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 8,076 shares
    Change vs previous 13F +105 shares

    0.54% of the 13F portfolio, value $3,018,319.

    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 7,971 shares
    Change vs previous 13F -179 shares

    0.44% of the 13F portfolio, value $2,261,988.

    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 8,150 shares
    Change vs previous 13F -1,022 shares

    0.48% of the 13F portfolio, value $2,510,507.

    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 9,172 shares
    Change vs previous 13F -5,023 shares

    0.54% of the 13F portfolio, value $2,759,182.

    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 14,195 shares
    Change vs previous 13F -4,032 shares

    0.81% of the 13F portfolio, value $3,653,649.

    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 18,227 shares
    Change vs previous 13F +7,134 shares

    0.92% of the 13F portfolio, value $3,648,120.

    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 11,093 shares
    Change vs previous 13F +609 shares

    0.51% of the 13F portfolio, value $1,850,201.

    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 10,484 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,977,073.

    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).