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Disclosery

American Research & Management Co.: OKTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Research & Management Co. on OKTA, newest first. How the timeline and the estimate are built.

American Research & Management Co. held 2,186 OKTA shares at 2022-09-30 per its 13F-HR filed 2022-10-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 2,186 shares
    Change vs previous 13F -23,264 shares

    0.03% of the 13F portfolio, value $124,000.

    13F-HR 0000909012-22-000112 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 25,450 shares
    Change vs previous 13F +5,729 shares

    0.59% of the 13F portfolio, value $2,301,000.

    13F-HR 0000909012-22-000079 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 19,721 shares
    Change vs previous 13F +6,022 shares

    0.66% of the 13F portfolio, value $2,977,000.

    13F-HR 0000909012-22-000052 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 13,699 shares
    Change vs previous 13F +561 shares

    0.66% of the 13F portfolio, value $3,071,000.

    13F-HR 0000909012-22-000017 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 13,138 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,118,000.

    13F-HR 0000909012-21-000134 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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