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Disclosery

GUGGENHEIM CAPITAL LLC: OKTA position timeline

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

GUGGENHEIM CAPITAL LLC held 29,037 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 29,037 shares
    Change vs previous 13F -7,537 shares

    0.03% of the 13F portfolio, value $3,962,098.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL 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 36,574 shares
    Change vs previous 13F +8,699 shares

    0.02% of the 13F portfolio, value $2,878,740.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL 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 27,875 shares
    Change vs previous 13F +5,259 shares

    0.02% of the 13F portfolio, value $2,410,351.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL 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 22,616 shares
    Change vs previous 13F +4,703 shares

    0.02% of the 13F portfolio, value $2,073,887.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL 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 17,913 shares
    Change vs previous 13F +7,703 shares

    0.01% of the 13F portfolio, value $1,790,762.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL 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 10,210 shares
    Change vs previous 13F +993 shares

    0.01% of the 13F portfolio, value $1,074,296.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL 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 9,217 shares
    Change vs previous 13F +3,267 shares

    0.01% of the 13F portfolio, value $726,299.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL 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 5,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $442,323.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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