Skip to content
Disclosery

Finivi Inc.: OKTA position timeline

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

Finivi Inc. held 3,195 OKTA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,195 shares
    Change vs previous 13F +232 shares

    0.32% of the 13F portfolio, value $668,106.

    13F-HR 0002085853-26-001151 filed by Finivi Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,963 shares
    Change vs previous 13F -279 shares

    0.21% of the 13F portfolio, value $404,301.

    13F-HR 0002085853-26-000668 filed by Finivi Inc.
    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 3,242 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $255,178.

    13F-HR 0002085853-26-000338 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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