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Disclosery

COURIER CAPITAL LLC: OKTA position timeline

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

COURIER CAPITAL LLC held 9,326 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,326 shares
    Change vs previous 13F +128 shares

    0.06% of the 13F portfolio, value $1,272,532.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 9,198 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $723,974.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 9,179 shares
    Change vs previous 13F -990 shares

    0.04% of the 13F portfolio, value $793,708.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 10,169 shares
    Change vs previous 13F +489 shares

    0.05% of the 13F portfolio, value $932,497.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 9,680 shares
    Change vs previous 13F +145 shares

    0.06% of the 13F portfolio, value $967,709.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 9,535 shares
    Change vs previous 13F -389 shares

    0.07% of the 13F portfolio, value $1,003,325.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 9,924 shares
    Change vs previous 13F -4,525 shares

    0.05% of the 13F portfolio, value $782,050.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 14,449 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,074,157.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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