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Selective Wealth Management, Inc.: OKTA position timeline

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

Selective Wealth Management, Inc. held 29,609 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,609 shares
    Change vs previous 13F -393 shares

    1.16% of the 13F portfolio, value $4,422,104.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, Inc.
    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 30,002 shares
    Change vs previous 13F -3,392 shares

    0.68% of the 13F portfolio, value $2,284,952.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, Inc.
    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 33,394 shares
    Change vs previous 13F -1,770 shares

    0.96% of the 13F portfolio, value $3,070,279.

    13F-HR 0001755670-26-000001 filed by Selective Wealth Management, Inc.
    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 35,164 shares
    Change vs previous 13F -1,163 shares

    1.03% of the 13F portfolio, value $3,196,056.

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, Inc.
    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 36,327 shares
    Change vs previous 13F -1,187 shares

    1.32% of the 13F portfolio, value $3,601,822.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, Inc.
    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 37,514 shares
    Change vs previous 13F -466 shares

    1.66% of the 13F portfolio, value $3,819,675.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, Inc.
    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 37,980 shares
    Change vs previous 13F -3,137 shares

    1.28% of the 13F portfolio, value $3,154,999.

    13F-HR 0001755670-25-000001 filed by Selective Wealth Management, Inc.
    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 41,117 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,010,587.

    13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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