Skip to content
Disclosery

OKABENA INVESTMENT SERVICES INC: VWO position timeline

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

OKABENA INVESTMENT SERVICES INC held 306,049 VWO 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 306,049 shares
    Change vs previous 13F +27,004 shares

    3.26% of the 13F portfolio, value $18,268,065.

    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 279,045 shares
    Change vs previous 13F +12,248 shares

    2.91% of the 13F portfolio, value $15,082,382.

    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 266,797 shares
    Change vs previous 13F +846 shares

    2.74% of the 13F portfolio, value $14,343,007.

    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 265,951 shares
    Change vs previous 13F -45,096 shares

    2.8% of the 13F portfolio, value $14,409,225.

    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 311,047 shares
    Change vs previous 13F +38,783 shares

    3.42% of the 13F portfolio, value $15,384,385.

    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 272,264 shares
    Change vs previous 13F +93,732 shares

    3.1% of the 13F portfolio, value $12,322,669.

    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 178,532 shares
    Change vs previous 13F +8,037 shares

    2.19% of the 13F portfolio, value $7,862,549.

    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 170,495 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $8,158,186.

    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).