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OKABENA INVESTMENT SERVICES INC: VEA position timeline

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

OKABENA INVESTMENT SERVICES INC held 634,862 VEA 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 634,862 shares
    Change vs previous 13F +84,149 shares

    8.08% of the 13F portfolio, value $45,233,918.

    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 550,713 shares
    Change vs previous 13F +17,614 shares

    6.8% of the 13F portfolio, value $35,289,689.

    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 533,099 shares
    Change vs previous 13F +52,908 shares

    6.35% of the 13F portfolio, value $33,302,695.

    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 480,191 shares
    Change vs previous 13F +137,155 shares

    5.59% of the 13F portfolio, value $28,773,045.

    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 343,036 shares
    Change vs previous 13F +93,464 shares

    4.34% of the 13F portfolio, value $19,556,482.

    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 249,572 shares
    Change vs previous 13F +59,595 shares

    3.19% of the 13F portfolio, value $12,685,745.

    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 189,977 shares
    Change vs previous 13F +34,001 shares

    2.52% of the 13F portfolio, value $9,084,700.

    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 155,976 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $8,237,093.

    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).