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Disclosery

LMG Wealth Partners, LLC: OKTA position timeline

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

LMG Wealth Partners, LLC held 25,819 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,819 shares
    Change vs previous 13F -1,566 shares

    0.56% of the 13F portfolio, value $3,523,003.

    13F-HR 0001951757-26-001238 filed by LMG Wealth Partners, 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 27,385 shares
    Change vs previous 13F +1,387 shares

    0.39% of the 13F portfolio, value $2,155,473.

    13F-HR 0001951757-26-000637 filed by LMG Wealth Partners, 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 25,998 shares
    Change vs previous 13F +1,444 shares

    0.42% of the 13F portfolio, value $2,248,047.

    13F-HR 0001951757-26-000338 filed by LMG Wealth Partners, 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 24,554 shares
    Change vs previous 13F +1,274 shares

    0.42% of the 13F portfolio, value $2,251,602.

    13F-HR 0001951757-25-001389 filed by LMG Wealth Partners, 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 23,280 shares
    Change vs previous 13F +57 shares

    0.48% of the 13F portfolio, value $2,327,302.

    13F-HR 0001951757-25-000995 filed by LMG Wealth Partners, 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 23,223 shares
    Change vs previous 13F +716 shares

    0.54% of the 13F portfolio, value $2,443,524.

    13F-HR 0001951757-25-000493 filed by LMG Wealth Partners, 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 22,507 shares
    Change vs previous 13F +2,974 shares

    0.39% of the 13F portfolio, value $1,773,552.

    13F-HR 0001951757-25-000167 filed by LMG Wealth Partners, 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 19,533 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,452,083.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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