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Disclosery

CoreCap Advisors, LLC: OKTA position timeline

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

CoreCap Advisors, LLC held 2,416 OKTA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,416 shares
    Change vs previous 13F +2,363 shares

    0.01% of the 13F portfolio, value $505,210.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 53 shares
    Change vs previous 13F -179 shares

    <0.01% of the 13F portfolio, value $7,232.

    13F-HR 0001902501-26-000003 filed by CoreCap 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 232 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $18,261.

    13F-HR 0001902501-26-000002 filed by CoreCap 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 180 shares
    Change vs previous 13F -523 shares

    <0.01% of the 13F portfolio, value $15,565.

    13F-HR 0001902501-26-000001 filed by CoreCap 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 703 shares
    Change vs previous 13F +504 shares

    <0.01% of the 13F portfolio, value $64,465.

    13F-HR 0001902501-25-000005 filed by CoreCap 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 199 shares
    Change vs previous 13F -435 shares

    <0.01% of the 13F portfolio, value $19,894.

    13F-HR 0001902501-25-000004 filed by CoreCap 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 634 shares
    Change vs previous 13F +492 shares

    <0.01% of the 13F portfolio, value $66,709.

    13F-HR 0001984732-25-000005 filed by CoreCap 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 142 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,190.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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