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OKABENA INVESTMENT SERVICES INC: IJR position timeline

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

OKABENA INVESTMENT SERVICES INC held 26,641 IJR 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 26,641 shares
    Change vs previous 13F -1,836 shares

    0.71% of the 13F portfolio, value $3,951,127.

    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 28,477 shares
    Change vs previous 13F +1,945 shares

    0.68% of the 13F portfolio, value $3,539,976.

    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 26,532 shares
    Change vs previous 13F +797 shares

    0.61% of the 13F portfolio, value $3,188,616.

    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 25,735 shares
    Change vs previous 13F -70,807 shares

    0.59% of the 13F portfolio, value $3,058,090.

    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 96,542 shares
    Change vs previous 13F +3,230 shares

    2.34% of the 13F portfolio, value $10,551,075.

    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 93,312 shares
    Change vs previous 13F +6,322 shares

    2.46% of the 13F portfolio, value $9,757,636.

    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 86,990 shares
    Change vs previous 13F -10,806 shares

    2.79% of the 13F portfolio, value $10,022,988.

    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 97,796 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $11,438,220.

    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).