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OKABENA INVESTMENT SERVICES INC: V position timeline

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

OKABENA INVESTMENT SERVICES INC held 9,770 V 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 9,770 shares
    Change vs previous 13F +2,740 shares

    0.6% of the 13F portfolio, value $3,351,989.

    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 7,030 shares
    Change vs previous 13F -1,658 shares

    0.41% of the 13F portfolio, value $2,124,747.

    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 8,688 shares
    Change vs previous 13F +3,877 shares

    0.58% of the 13F portfolio, value $3,046,968.

    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 4,811 shares
    Change vs previous 13F -2,367 shares

    0.32% of the 13F portfolio, value $1,642,379.

    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 7,178 shares
    Change vs previous 13F -514 shares

    0.57% of the 13F portfolio, value $2,548,549.

    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 7,692 shares
    Change vs previous 13F +2,362 shares

    0.68% of the 13F portfolio, value $2,695,738.

    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 5,330 shares
    Change vs previous 13F +249 shares

    0.47% of the 13F portfolio, value $1,684,493.

    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 5,081 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,397,021.

    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).