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Disclosery

Freestone Capital Holdings, LLC: OKTA position timeline

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

Freestone Capital Holdings, LLC held 26,785 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,785 shares
    Change vs previous 13F -105,453 shares

    0.1% of the 13F portfolio, value $3,654,937.

    13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, LLC
    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 132,238 shares
    Change vs previous 13F +100 shares

    0.32% of the 13F portfolio, value $10,408,453.

    13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, LLC
    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 132,138 shares
    Change vs previous 13F -2,773 shares

    0.34% of the 13F portfolio, value $11,425,973.

    13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, 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 134,911 shares
    Change vs previous 13F -15 shares

    0.38% of the 13F portfolio, value $12,371,339.

    13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, 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 134,926 shares
    Change vs previous 13F -5,042 shares

    0.46% of the 13F portfolio, value $13,488,552.

    13F-HR 0001172661-25-002886 filed by Freestone Capital Holdings, 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 139,968 shares
    Change vs previous 13F +38 shares

    0.55% of the 13F portfolio, value $14,727,433.

    13F-HR 0001172661-25-001788 filed by Freestone Capital Holdings, 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 139,930 shares
    Change vs previous 13F -2 shares

    0.38% of the 13F portfolio, value $11,026,484.

    13F-HR 0001172661-25-000557 filed by Freestone Capital Holdings, LLC
    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 139,932 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,402,545.

    13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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