Skip to content
Disclosery

OKABENA INVESTMENT SERVICES INC: HGV position timeline

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

OKABENA INVESTMENT SERVICES INC held 20,827 HGV 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 20,827 shares
    Change vs previous 13F -291 shares

    0.19% of the 13F portfolio, value $1,090,710.

    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 21,118 shares
    Change vs previous 13F +1,737 shares

    0.16% of the 13F portfolio, value $826,136.

    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 19,381 shares
    Change vs previous 13F -3,681 shares

    0.17% of the 13F portfolio, value $867,300.

    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 23,062 shares
    Change vs previous 13F +2,988 shares

    0.19% of the 13F portfolio, value $964,222.

    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 20,074 shares
    Change vs previous 13F -4,030 shares

    0.19% of the 13F portfolio, value $833,673.

    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 24,104 shares
    Change vs previous 13F +2,910 shares

    0.23% of the 13F portfolio, value $901,731.

    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 21,194 shares
    Change vs previous 13F -7,675 shares

    0.23% of the 13F portfolio, value $825,506.

    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 28,869 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,048,522.

    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).