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Cetera Investment Advisers: OKTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on OKTA, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 42,412 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,412 shares
    Change vs previous 13F +677 shares

    0.01% of the 13F portfolio, value $5,787,157.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 41,735 shares
    Change vs previous 13F +3,988 shares

    <0.01% of the 13F portfolio, value $3,284,985.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 37,747 shares
    Change vs previous 13F -1,674 shares

    <0.01% of the 13F portfolio, value $3,264,008.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 39,421 shares
    Change vs previous 13F +11,935 shares

    <0.01% of the 13F portfolio, value $3,614,932.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 27,486 shares
    Change vs previous 13F +5,090 shares

    <0.01% of the 13F portfolio, value $2,747,775.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 22,396 shares
    Change vs previous 13F +3,025 shares

    <0.01% of the 13F portfolio, value $2,356,507.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 19,371 shares
    Change vs previous 13F +6,789 shares

    <0.01% of the 13F portfolio, value $1,526,435.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 12,582 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $935,346.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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