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OKABENA INVESTMENT SERVICES INC: XLC position timeline

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

OKABENA INVESTMENT SERVICES INC held 19,371 XLC 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 19,371 shares
    Change vs previous 13F +491 shares

    0.37% of the 13F portfolio, value $2,075,215.

    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 18,880 shares
    Change vs previous 13F +495 shares

    0.4% of the 13F portfolio, value $2,093,037.

    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 18,385 shares
    Change vs previous 13F +392 shares

    0.41% of the 13F portfolio, value $2,164,282.

    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 17,993 shares
    Change vs previous 13F +381 shares

    0.41% of the 13F portfolio, value $2,129,831.

    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 17,612 shares
    Change vs previous 13F +402 shares

    0.42% of the 13F portfolio, value $1,911,430.

    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 17,210 shares
    Change vs previous 13F +118 shares

    0.42% of the 13F portfolio, value $1,659,905.

    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 17,092 shares
    Change vs previous 13F +1,176 shares

    0.46% of the 13F portfolio, value $1,654,677.

    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 15,916 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,438,806.

    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).