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Disclosery

CHOREO, LLC: OKTA position timeline

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

CHOREO, LLC held 5,293 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,293 shares
    Change vs previous 13F -399 shares

    0.01% of the 13F portfolio, value $722,199.

    13F-HR 0001214659-26-009507 filed by CHOREO, LLC
    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 5,692 shares
    Change vs previous 13F +428 shares

    0.01% of the 13F portfolio, value $448,017.

    13F-HR 0001214659-26-006019 filed by CHOREO, LLC
    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 5,264 shares
    Change vs previous 13F -1,975 shares

    0.01% of the 13F portfolio, value $460,232.

    13F-HR 0001214659-26-000775 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,239 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $663,816.

    13F-HR 0001214659-25-016169 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,099 shares
    Change vs previous 13F -141 shares

    0.01% of the 13F portfolio, value $709,633.

    13F-HR 0001214659-25-011879 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,240 shares
    Change vs previous 13F +1,750 shares

    0.01% of the 13F portfolio, value $761,834.

    13F-HR 0001214659-25-006995 filed by CHOREO, LLC
    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 5,490 shares
    Change vs previous 13F -512 shares

    0.01% of the 13F portfolio, value $435,287.

    13F-HR 0001214659-25-001353 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,002 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $435,645.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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