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OKABENA INVESTMENT SERVICES INC: MA position timeline

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

OKABENA INVESTMENT SERVICES INC held 4,045 MA 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 4,045 shares
    Change vs previous 13F -122 shares

    0.37% of the 13F portfolio, value $2,077,512.

    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 4,167 shares
    Change vs previous 13F -2,927 shares

    0.4% of the 13F portfolio, value $2,082,083.

    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 7,094 shares
    Change vs previous 13F +43 shares

    0.77% of the 13F portfolio, value $4,049,823.

    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 7,051 shares
    Change vs previous 13F +932 shares

    0.78% of the 13F portfolio, value $4,010,679.

    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 6,119 shares
    Change vs previous 13F -2,649 shares

    0.76% of the 13F portfolio, value $3,438,511.

    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 8,768 shares
    Change vs previous 13F +4,393 shares

    1.21% of the 13F portfolio, value $4,805,916.

    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 4,375 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,303,744.

    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 4,375 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,160,375.

    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).