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Colonial Trust Advisors: OKTA position timeline

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

Colonial Trust Advisors held 49 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $6,686.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 7 shares
    • Colonial Trust Co / SC: 42 shares

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

  2. period ended2026-03-31
    13F 61 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,801.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 7 shares
    • Colonial Trust Co / SC: 54 shares

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

  3. period ended2025-12-31
    13F 61 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $5,274.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 7 shares
    • Colonial Trust Co / SC: 54 shares

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

  4. period ended2025-09-30
    13F 74 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,786.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 7 shares
    • Colonial Trust Co / SC: 67 shares

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

  5. period ended2025-06-30
    13F 74 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $7,398.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 7 shares
    • Colonial Trust Co / SC: 67 shares

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

  6. period ended2025-03-31
    13F 53 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $5,577.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 7 shares
    • Colonial Trust Co / SC: 46 shares

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

  7. period ended2024-12-31
    13F 228 shares
    Change vs previous 13F +177 shares

    <0.01% of the 13F portfolio, value $17,967.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 7 shares
    • Colonial Trust Co / SC: 221 shares

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

  8. period ended2024-09-30
    13F 51 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,791.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

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