Skip to content
Disclosery

Kingsview Wealth Management, LLC: OKTA position timeline

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

Kingsview Wealth Management, LLC held 2,392 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,392 shares
    Change vs previous 13F -1,571 shares

    <0.01% of the 13F portfolio, value $326,388.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, 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 3,963 shares
    Change vs previous 13F +1,510 shares

    <0.01% of the 13F portfolio, value $311,928.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, 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 2,453 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $212,111.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, 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 2,186 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,456.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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