Skip to content
Disclosery

Lido Advisors, LLC: OKTA position timeline

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

Lido Advisors, LLC held 16,336 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,336 shares
    Change vs previous 13F +1,744 shares

    0.01% of the 13F portfolio, value $2,229,172.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 14,592 shares
    Change vs previous 13F -111 shares

    <0.01% of the 13F portfolio, value $1,148,616.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 14,703 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $1,347,801.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 14,699 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $1,347,999.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 14,681 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,467,707.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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