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OKABENA INVESTMENT SERVICES INC: IWR position timeline

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

OKABENA INVESTMENT SERVICES INC held 14,528 IWR 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 14,528 shares
    Change vs previous 13F -19 shares

    0.29% of the 13F portfolio, value $1,602,729.

    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 14,547 shares
    Change vs previous 13F +2,435 shares

    0.27% of the 13F portfolio, value $1,414,405.

    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 12,112 shares
    Change vs previous 13F -75 shares

    0.22% of the 13F portfolio, value $1,166,022.

    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 12,187 shares
    Change vs previous 13F +75 shares

    0.23% of the 13F portfolio, value $1,176,655.

    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 12,112 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,113,941.

    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 12,112 shares
    Change vs previous 13F +132 shares

    0.26% of the 13F portfolio, value $1,030,368.

    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 11,980 shares
    Change vs previous 13F +330 shares

    0.29% of the 13F portfolio, value $1,059,032.

    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 11,650 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,026,831.

    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).