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Aaron Wealth Advisors LLC: OKTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on OKTA, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 5,215 OKTA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,215 shares
    Change vs previous 13F +367 shares

    0.05% of the 13F portfolio, value $1,090,509.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,848 shares
    Change vs previous 13F -966 shares

    0.03% of the 13F portfolio, value $661,510.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,814 shares
    Change vs previous 13F +1,983 shares

    0.03% of the 13F portfolio, value $457,620.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,831 shares
    Change vs previous 13F -10,524 shares

    0.02% of the 13F portfolio, value $331,267.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 14,355 shares
    Change vs previous 13F +10,008 shares

    0.08% of the 13F portfolio, value $1,316,354.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,347 shares
    Change vs previous 13F -622 shares

    0.04% of the 13F portfolio, value $434,570.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,969 shares
    Change vs previous 13F +1,507 shares

    0.06% of the 13F portfolio, value $522,838.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,462 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $272,806.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).