Skip to content
Disclosery

LPL Financial LLC: OKTA position timeline

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

LPL Financial LLC held 163,168 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,168 shares
    Change vs previous 13F +39,586 shares

    0.01% of the 13F portfolio, value $22,264,274.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 123,582 shares
    Change vs previous 13F +15,925 shares

    <0.01% of the 13F portfolio, value $9,727,139.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 107,657 shares
    Change vs previous 13F -5,151 shares

    <0.01% of the 13F portfolio, value $9,309,101.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 112,808 shares
    Change vs previous 13F +12,819 shares

    <0.01% of the 13F portfolio, value $10,344,448.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 99,989 shares
    Change vs previous 13F +25,015 shares

    <0.01% of the 13F portfolio, value $9,995,850.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 74,974 shares
    Change vs previous 13F +17,622 shares

    <0.01% of the 13F portfolio, value $7,888,712.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 57,352 shares
    Change vs previous 13F +14,057 shares

    <0.01% of the 13F portfolio, value $4,519,306.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 43,295 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,218,558.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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