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Diversify Advisory Services, LLC: OKTA position timeline

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

Diversify Advisory Services, LLC held 49,902 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,902 shares
    Change vs previous 13F -4,053 shares

    0.06% of the 13F portfolio, value $6,858,126.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 24,951 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,951 shares

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

  2. period ended2026-03-31
    13F 53,955 shares
    Change vs previous 13F +26,786 shares

    0.07% of the 13F portfolio, value $4,109,212.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 26,690 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,265 shares

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

  3. period ended2025-12-31
    13F 27,169 shares
    Change vs previous 13F +100 shares

    0.08% of the 13F portfolio, value $2,432,984.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, 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 27,069 shares
    Change vs previous 13F -17 shares

    0.08% of the 13F portfolio, value $2,465,445.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 27,086 shares
    Change vs previous 13F +190 shares

    0.09% of the 13F portfolio, value $2,419,592.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 26,896 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $3,026,876.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, 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 26,888 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,268,541.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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