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MERCER GLOBAL ADVISORS INC /ADV: OKTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on OKTA, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 10,845 OKTA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 10,845 shares
    Change vs previous 13F -3,241 shares

    <0.01% of the 13F portfolio, value $1,479,812.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 14,086 shares
    Change vs previous 13F +3,891 shares

    <0.01% of the 13F portfolio, value $1,108,739.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 10,195 shares
    Change vs previous 13F -7,279 shares

    <0.01% of the 13F portfolio, value $881,567.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 17,474 shares
    Change vs previous 13F +6,852 shares

    <0.01% of the 13F portfolio, value $1,602,371.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 10,622 shares
    Change vs previous 13F +1,259 shares

    <0.01% of the 13F portfolio, value $1,061,888.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 9,363 shares
    Change vs previous 13F +3,717 shares

    <0.01% of the 13F portfolio, value $985,215.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 5,646 shares
    Change vs previous 13F +171 shares

    <0.01% of the 13F portfolio, value $444,876.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 5,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $397,674.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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