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Kestra Advisory Services, LLC: OKTA position timeline

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

Kestra Advisory Services, LLC held 14,433 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,433 shares
    Change vs previous 13F +1,064 shares

    <0.01% of the 13F portfolio, value $1,969,324.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,732 shares
    • Kestra Advisory Services, LLC: 11,701 shares

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

  2. period ended2026-03-31
    13F 13,369 shares
    Change vs previous 13F -654 shares

    <0.01% of the 13F portfolio, value $1,052,240.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,223 shares
    • Kestra Advisory Services, LLC: 10,146 shares

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

  3. period ended2025-12-31
    13F 14,023 shares
    Change vs previous 13F -376 shares

    <0.01% of the 13F portfolio, value $1,212,532.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,338 shares
    • Kestra Advisory Services, LLC: 9,685 shares

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

  4. period ended2025-09-30
    13F 14,399 shares
    Change vs previous 13F -1,120 shares

    <0.01% of the 13F portfolio, value $1,320,388.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,880 shares
    • Kestra Advisory Services, LLC: 9,519 shares

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

  5. period ended2025-06-30
    13F 15,519 shares
    Change vs previous 13F +1,079 shares

    0.01% of the 13F portfolio, value $1,551,458.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,105 shares
    • Kestra Advisory Services, LLC: 10,414 shares

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

  6. period ended2025-03-31
    13F 14,440 shares
    Change vs previous 13F +5,868 shares

    0.01% of the 13F portfolio, value $1,519,377.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,398 shares
    • Kestra Advisory Services, LLC: 9,042 shares

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

  7. period ended2024-12-31
    13F 8,572 shares
    Change vs previous 13F -1,027 shares

    <0.01% of the 13F portfolio, value $675,474.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 9,599 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $713,590.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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