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Disclosery

NewEdge Wealth, LLC: OKTA position timeline

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

NewEdge Wealth, LLC held 30,977 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,977 shares
    Change vs previous 13F -25,227 shares

    0.04% of the 13F portfolio, value $4,226,756.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 56,204 shares
    Change vs previous 13F -19,850 shares

    0.05% of the 13F portfolio, value $4,423,785.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 76,054 shares
    Change vs previous 13F -41,942 shares

    0.07% of the 13F portfolio, value $6,576,354.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 117,996 shares
    Change vs previous 13F -42,319 shares

    0.15% of the 13F portfolio, value $10,280,956.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 160,315 shares
    Change vs previous 13F -20,486 shares

    0.23% of the 13F portfolio, value $15,002,253.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 180,801 shares
    Change vs previous 13F -97,826 shares

    0.34% of the 13F portfolio, value $19,023,863.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 278,627 shares
    Change vs previous 13F -3,290 shares

    0.38% of the 13F portfolio, value $21,955,782.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 281,917 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $20,957,686.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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