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True Link Financial Advisors, LLC: OKTA position timeline

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

True Link Financial Advisors, LLC held 3,149 OKTA shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,149 shares
    Change vs previous 13F -351 shares

    0.02% of the 13F portfolio, value $429,681.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 3,500 shares
    Change vs previous 13F -1,224 shares

    0.02% of the 13F portfolio, value $275,485.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 4,724 shares
    Change vs previous 13F -626 shares

    0.02% of the 13F portfolio, value $408,484.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, 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 5,350 shares
    Change vs previous 13F -250 shares

    0.03% of the 13F portfolio, value $490,595.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, 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 5,600 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $559,832.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, 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 6,000 shares
    Change vs previous 13F -640 shares

    0.05% of the 13F portfolio, value $631,320.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, 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 6,640 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $523,232.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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