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OKABENA INVESTMENT SERVICES INC: SPGI position timeline

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

OKABENA INVESTMENT SERVICES INC held 5,419 SPGI 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 5,419 shares
    Change vs previous 13F +3,318 shares

    0.39% of the 13F portfolio, value $2,206,942.

    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 2,101 shares
    Change vs previous 13F -435 shares

    0.17% of the 13F portfolio, value $893,639.

    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 2,536 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,325,288.

    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 2,536 shares
    Change vs previous 13F +35 shares

    0.24% of the 13F portfolio, value $1,234,297.

    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 2,501 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,318,752.

    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 2,501 shares
    Change vs previous 13F -2,425 shares

    0.32% of the 13F portfolio, value $1,270,758.

    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 4,926 shares
    Change vs previous 13F +210 shares

    0.68% of the 13F portfolio, value $2,453,296.

    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 4,716 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,436,380.

    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).