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OKABENA INVESTMENT SERVICES INC: XLF position timeline

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

OKABENA INVESTMENT SERVICES INC held 52,196 XLF 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 52,196 shares
    Change vs previous 13F +1,201 shares

    0.5% of the 13F portfolio, value $2,798,228.

    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 50,995 shares
    Change vs previous 13F +1,342 shares

    0.49% of the 13F portfolio, value $2,517,623.

    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 49,653 shares
    Change vs previous 13F +1,088 shares

    0.52% of the 13F portfolio, value $2,719,495.

    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 48,565 shares
    Change vs previous 13F +1,123 shares

    0.51% of the 13F portfolio, value $2,616,197.

    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 47,442 shares
    Change vs previous 13F +1,293 shares

    0.55% of the 13F portfolio, value $2,484,538.

    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 46,149 shares
    Change vs previous 13F +333 shares

    0.58% of the 13F portfolio, value $2,298,682.

    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 45,816 shares
    Change vs previous 13F +3,196 shares

    0.62% of the 13F portfolio, value $2,214,287.

    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 42,620 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,931,538.

    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).