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Ascentis Wealth Management, LLC: OKTA position timeline

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

Ascentis Wealth Management, LLC held 21,388 OKTA shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 21,388 shares
    Change vs previous 13F +1,143 shares

    0.44% of the 13F portfolio, value $2,918,361.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 21,388 shares

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

  2. period ended2026-03-31
    13F 20,245 shares
    Change vs previous 13F +4,550 shares

    0.09% of the 13F portfolio, value $1,593,480.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 156 shares
    • Ascentis Wealth Management, LLC: 20,089 shares

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

  3. period ended2025-12-31
    13F 15,695 shares
    Change vs previous 13F +1,298 shares

    0.32% of the 13F portfolio, value $1,357,124.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, 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 14,397 shares
    Change vs previous 13F +381 shares

    0.28% of the 13F portfolio, value $1,320,186.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, 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 14,016 shares
    Change vs previous 13F +1,289 shares

    0.33% of the 13F portfolio, value $1,381,259.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, 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 12,727 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,332,372.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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