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OKABENA INVESTMENT SERVICES INC: OTIS position timeline

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

OKABENA INVESTMENT SERVICES INC held 19,297 OTIS 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 19,297 shares
    Change vs previous 13F +3,033 shares

    0.25% of the 13F portfolio, value $1,381,665.

    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 16,264 shares
    Change vs previous 13F -464 shares

    0.24% of the 13F portfolio, value $1,253,629.

    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 16,728 shares
    Change vs previous 13F -653 shares

    0.28% of the 13F portfolio, value $1,461,191.

    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 17,381 shares
    Change vs previous 13F -5,079 shares

    0.31% of the 13F portfolio, value $1,589,145.

    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 22,460 shares
    Change vs previous 13F -2,484 shares

    0.49% of the 13F portfolio, value $2,223,989.

    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 24,944 shares
    Change vs previous 13F +1,336 shares

    0.65% of the 13F portfolio, value $2,574,221.

    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 23,608 shares
    Change vs previous 13F -1,942 shares

    0.61% of the 13F portfolio, value $2,186,337.

    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 25,550 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,655,667.

    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).