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Focus Partners Wealth: OKTA position timeline

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

Focus Partners Wealth held 228,582 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,582 shares
    Change vs previous 13F +19,390 shares

    0.03% of the 13F portfolio, value $31,189,930.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 209,192 shares
    Change vs previous 13F +82,861 shares

    0.02% of the 13F portfolio, value $16,465,522.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 126,331 shares
    Change vs previous 13F -1,428 shares

    0.01% of the 13F portfolio, value $11,418,397.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 126,331 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 127,759 shares
    Change vs previous 13F +3,231 shares

    0.02% of the 13F portfolio, value $11,694,642.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 122,131 shares
    • Focus Partners Advisor Solutions, LLC: 5,628 shares

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

  5. period ended2025-06-30
    13F 124,528 shares
    Change vs previous 13F +5,157 shares

    0.02% of the 13F portfolio, value $12,448,728.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 117,975 shares
    • Focus Partners Advisor Solutions, LLC: 6,553 shares

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

  6. period ended2025-03-31
    13F/A 119,371 shares
    Change vs previous 13F +8,748 shares

    0.03% of the 13F portfolio, value $12,560,249.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 114,480 shares
    • Focus Partners Advisor Solutions, LLC: 4,891 shares

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

  7. period ended2024-12-31
    13F/A 110,623 shares
    Change vs previous 13F +17,273 shares

    0.02% of the 13F portfolio, value $8,717,076.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 93,350 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,939,656.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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