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OKABENA INVESTMENT SERVICES INC: XME position timeline

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

OKABENA INVESTMENT SERVICES INC held 65,387 XME 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 65,387 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $6,991,832.

    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 65,387 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $7,062,450.

    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 65,387 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $6,774,747.

    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 65,387 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $6,093,415.

    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 65,387 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $4,395,314.

    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 65,387 shares
    Change vs previous 13F -4,683 shares

    0.92% of the 13F portfolio, value $3,661,018.

    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 70,070 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $3,976,473.

    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 70,070 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $4,464,860.

    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).