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OKABENA INVESTMENT SERVICES INC: XLY position timeline

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

OKABENA INVESTMENT SERVICES INC held 19,597 XLY 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 19,597 shares
    Change vs previous 13F +434 shares

    0.41% of the 13F portfolio, value $2,298,336.

    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 19,163 shares
    Change vs previous 13F +468 shares

    0.4% of the 13F portfolio, value $2,088,384.

    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 18,695 shares
    Change vs previous 13F +9,539 shares

    0.43% of the 13F portfolio, value $2,232,370.

    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 9,156 shares
    Change vs previous 13F +196 shares

    0.43% of the 13F portfolio, value $2,194,144.

    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 8,960 shares
    Change vs previous 13F +217 shares

    0.43% of the 13F portfolio, value $1,947,277.

    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 8,743 shares
    Change vs previous 13F +69 shares

    0.43% of the 13F portfolio, value $1,726,393.

    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 8,674 shares
    Change vs previous 13F +583 shares

    0.54% of the 13F portfolio, value $1,946,012.

    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 8,091 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,621,194.

    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).