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Ameritas Investment Partners, Inc.: OKTA position timeline

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

Ameritas Investment Partners, Inc. held 54,572 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,572 shares
    Change vs previous 13F -226 shares

    0.09% of the 13F portfolio, value $7,446,349.

    13F-HR 0001055980-26-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 50,916 shares
    • Ameritas Advisory Services, LLC: 3,656 shares

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

  2. period ended2026-03-31
    13F 54,798 shares
    Change vs previous 13F +8,235 shares

    0.07% of the 13F portfolio, value $4,313,151.

    13F-HR 0001055980-26-000003 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 51,378 shares
    • Ameritas Advisory Services, LLC: 3,420 shares

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

  3. period ended2025-12-31
    13F 46,563 shares
    Change vs previous 13F +15,003 shares

    0.07% of the 13F portfolio, value $4,026,302.

    13F-HR 0001055980-26-000002 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 43,143 shares
    • Ameritas Advisory Services, LLC: 3,420 shares

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

  4. period ended2025-09-30
    13F 31,560 shares
    Change vs previous 13F -1,132 shares

    0.06% of the 13F portfolio, value $2,894,053.

    13F-HR 0001055980-25-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 31,335 shares
    • Ameritas Advisory Services, LLC: 225 shares

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

  5. period ended2025-06-30
    13F 32,692 shares
    Change vs previous 13F +32,692 shares

    0.06% of the 13F portfolio, value $3,268,219.

    13F-HR 0001055980-25-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 32,456 shares
    • Ameritas Advisory Services, LLC: 236 shares

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -7,020 shares

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 7,020 shares
    Change vs previous 13F +7,020 shares

    0.02% of the 13F portfolio, value $553,176.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.