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Disclosery

Creative Planning: OKTA position timeline

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

Creative Planning held 43,953 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 43,953 shares
    Change vs previous 13F +8,354 shares

    <0.01% of the 13F portfolio, value $5,997,337.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 35,599 shares
    Change vs previous 13F -77,366 shares

    <0.01% of the 13F portfolio, value $2,801,980.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 112,965 shares
    Change vs previous 13F +31,933 shares

    0.01% of the 13F portfolio, value $9,768,091.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 81,032 shares
    Change vs previous 13F -126,296 shares

    0.01% of the 13F portfolio, value $7,430,651.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 207,328 shares
    Change vs previous 13F +119,580 shares

    0.02% of the 13F portfolio, value $20,726,617.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 87,748 shares
    Change vs previous 13F +9,404 shares

    0.01% of the 13F portfolio, value $9,232,843.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 78,344 shares
    Change vs previous 13F -8,337 shares

    0.01% of the 13F portfolio, value $6,173,502.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 86,681 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,443,851.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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