Skip to content
Disclosery

OKABENA INVESTMENT SERVICES INC: MUB position timeline

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

OKABENA INVESTMENT SERVICES INC held 99,038 MUB 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 99,038 shares
    Change vs previous 13F -3,556 shares

    1.9% of the 13F portfolio, value $10,658,470.

    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 102,594 shares
    Change vs previous 13F +16,137 shares

    2.1% of the 13F portfolio, value $10,890,353.

    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 86,457 shares
    Change vs previous 13F +7,713 shares

    1.77% of the 13F portfolio, value $9,260,409.

    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 78,744 shares
    Change vs previous 13F -1,939 shares

    1.63% of the 13F portfolio, value $8,385,449.

    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 80,683 shares
    Change vs previous 13F +581 shares

    1.87% of the 13F portfolio, value $8,429,760.

    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 80,102 shares
    Change vs previous 13F -27,918 shares

    2.13% of the 13F portfolio, value $8,445,955.

    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 108,020 shares
    Change vs previous 13F +14,858 shares

    3.2% of the 13F portfolio, value $11,509,531.

    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 93,162 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $10,120,188.

    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).