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OKABENA INVESTMENT SERVICES INC: VT position timeline

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

OKABENA INVESTMENT SERVICES INC held 80,367 VT 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 80,367 shares
    Change vs previous 13F +6,583 shares

    2.25% of the 13F portfolio, value $12,613,601.

    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 73,784 shares
    Change vs previous 13F +4,094 shares

    1.97% of the 13F portfolio, value $10,205,803.

    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 69,690 shares
    Change vs previous 13F -22,726 shares

    1.87% of the 13F portfolio, value $9,830,471.

    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 92,416 shares
    Change vs previous 13F -7,334 shares

    2.47% of the 13F portfolio, value $12,734,925.

    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 99,750 shares
    Change vs previous 13F +1,333 shares

    2.85% of the 13F portfolio, value $12,819,870.

    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 98,417 shares
    Change vs previous 13F -73,855 shares

    2.87% of the 13F portfolio, value $11,411,451.

    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 172,272 shares
    Change vs previous 13F -29,367 shares

    5.62% of the 13F portfolio, value $20,238,515.

    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 201,639 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $24,136,188.

    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).