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OKABENA INVESTMENT SERVICES INC: VOO position timeline

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

OKABENA INVESTMENT SERVICES INC held 60,275 VOO 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 60,275 shares
    Change vs previous 13F +1,420 shares

    7.39% of the 13F portfolio, value $41,397,609.

    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 58,855 shares
    Change vs previous 13F +4,592 shares

    6.78% of the 13F portfolio, value $35,168,924.

    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 54,263 shares
    Change vs previous 13F -8,324 shares

    6.49% of the 13F portfolio, value $34,030,079.

    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 62,587 shares
    Change vs previous 13F +3,816 shares

    7.45% of the 13F portfolio, value $38,327,148.

    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 58,771 shares
    Change vs previous 13F -29,321 shares

    7.41% of the 13F portfolio, value $33,383,804.

    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 88,092 shares
    Change vs previous 13F +39,343 shares

    11.4% of the 13F portfolio, value $45,271,461.

    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 48,749 shares
    Change vs previous 13F +11,356 shares

    7.3% of the 13F portfolio, value $26,266,449.

    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 37,393 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $19,731,164.

    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).