Skip to content
Disclosery

OKABENA INVESTMENT SERVICES INC: MSFT position timeline

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

OKABENA INVESTMENT SERVICES INC held 29,864 MSFT 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 29,864 shares
    Change vs previous 13F -5,044 shares

    1.99% of the 13F portfolio, value $11,139,869.

    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 34,908 shares
    Change vs previous 13F -801 shares

    2.49% of the 13F portfolio, value $12,921,894.

    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 35,709 shares
    Change vs previous 13F -2,397 shares

    3.29% of the 13F portfolio, value $17,269,587.

    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 38,106 shares
    Change vs previous 13F -350 shares

    3.83% of the 13F portfolio, value $19,737,003.

    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 38,456 shares
    Change vs previous 13F +8,577 shares

    4.25% of the 13F portfolio, value $19,128,399.

    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 29,879 shares
    Change vs previous 13F +2,812 shares

    2.82% of the 13F portfolio, value $11,216,278.

    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 27,067 shares
    Change vs previous 13F +7,036 shares

    3.17% of the 13F portfolio, value $11,408,741.

    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 20,031 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $8,619,339.

    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).