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Disclosery

Gilbert & Cook, Inc.: OKTA position timeline

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

Gilbert & Cook, Inc. held 7,143 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,143 shares
    Change vs previous 13F -144 shares

    0.11% of the 13F portfolio, value $974,662.

    13F-HR 0001675762-26-000004 filed by Gilbert & Cook, Inc.
    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 7,287 shares
    Change vs previous 13F -76 shares

    0.07% of the 13F portfolio, value $573,560.

    13F-HR 0001675762-26-000003 filed by Gilbert & Cook, Inc.
    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 7,363 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $636,679.

    13F-HR 0001675762-26-000001 filed by Gilbert & Cook, Inc.
    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 7,324 shares
    Change vs previous 13F -2,151 shares

    0.09% of the 13F portfolio, value $671,611.

    13F-HR 0001675762-25-000002 filed by Gilbert & Cook, Inc.
    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 9,475 shares
    Change vs previous 13F +198 shares

    0.13% of the 13F portfolio, value $947,216.

    13F-HR 0001765380-25-000281 filed by Gilbert & Cook, Inc.
    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 9,277 shares
    Change vs previous 13F -42 shares

    0.14% of the 13F portfolio, value $976,126.

    13F-HR 0001765380-25-000172 filed by Gilbert & Cook, Inc.
    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 9,319 shares
    Change vs previous 13F -4,343 shares

    0.1% of the 13F portfolio, value $734,311.

    13F-HR 0001765380-25-000007 filed by Gilbert & Cook, Inc.
    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 13,662 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,015,608.

    13F-HR 0001765380-24-000405 filed by Gilbert & Cook, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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