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OKABENA INVESTMENT SERVICES INC: IEFA position timeline

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

OKABENA INVESTMENT SERVICES INC held 51,262 IEFA 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 51,262 shares
    Change vs previous 13F +297 shares

    0.88% of the 13F portfolio, value $4,950,884.

    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 50,965 shares
    Change vs previous 13F +2,770 shares

    0.89% of the 13F portfolio, value $4,613,861.

    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 48,195 shares
    Change vs previous 13F +17 shares

    0.82% of the 13F portfolio, value $4,311,525.

    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 48,178 shares
    Change vs previous 13F +2,470 shares

    0.82% of the 13F portfolio, value $4,206,421.

    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 45,708 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $3,815,704.

    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 45,708 shares
    Change vs previous 13F +471 shares

    0.87% of the 13F portfolio, value $3,457,810.

    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 45,237 shares
    Change vs previous 13F +794 shares

    0.88% of the 13F portfolio, value $3,179,256.

    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 44,443 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,468,776.

    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).