Position in IR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$737,910
+$16,029 QoQ
Shares Held
9,000
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#403
of 885 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OKABENA INVESTMENT SERVICES INC holds $3,426,555 across 5 Specialty Industrial Machinery names. IR ranks #2 (21.5% of the industry book) .
All Filings in IR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,910 | 9,000 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $721,881 | 9,010 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $713,772 | 9,010 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $744,406 | 9,010 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $748,620 | 9,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $720,270 | 9,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $271,380 | 3,000 | Shares | Sole | 2025-02-12 | |
| 2023-06-30 | $10,588 | 162 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||