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Disclosery

AVITY INVESTMENT MANAGEMENT INC.: OKTA position timeline

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

AVITY INVESTMENT MANAGEMENT INC. held 0 OKTA shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,425 shares

    13F-HR 0001951757-26-000073 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,425 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $497,473.

    13F-HR 0001951757-25-001451 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 5,425 shares
    Change vs previous 13F +3,400 shares

    0.04% of the 13F portfolio, value $542,337.

    13F-HR 0001951757-25-000572 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,025 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $213,071.

    13F-HR 0001951757-25-000291 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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