OKABENA INVESTMENT SERVICES INC: VTI position timeline

OKABENA INVESTMENT SERVICES INC held 1,161 VTI 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 1,161 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $429,616.

   13F-HR 0001157519-26-000003 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,161 shares

   Change vs previous 13F -100 shares

   0.07% of the 13F portfolio, value $372,460.

   13F-HR 0000897101-26-000173 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,261 shares

   Change vs previous 13F +1,261 shares

   0.08% of the 13F portfolio, value $422,775.

   13F-HR 0000897101-26-000047 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -2,091 shares

   13F-HR 0000897101-25-000093 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 2,091 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $592,088.

   13F-HR 0000897101-24-000561 filed by OKABENA INVESTMENT SERVICES INC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).