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OSAIC HOLDINGS, INC.: OKTA position timeline

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

OSAIC HOLDINGS, INC. held 35,320 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,320 shares
    Change vs previous 13F +3,933 shares

    0.01% of the 13F portfolio, value $4,819,736.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    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 31,387 shares
    Change vs previous 13F +649 shares

    <0.01% of the 13F portfolio, value $2,470,537.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    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 30,738 shares
    Change vs previous 13F -27,164 shares

    <0.01% of the 13F portfolio, value $2,658,015.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    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 57,902 shares
    Change vs previous 13F +2,867 shares

    0.01% of the 13F portfolio, value $5,371,956.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    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/A 55,035 shares
    Change vs previous 13F +13,794 shares

    0.01% of the 13F portfolio, value $5,501,852.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 41,241 shares
    Change vs previous 13F +22,288 shares

    0.01% of the 13F portfolio, value $4,339,041.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    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/A 18,953 shares
    Change vs previous 13F -13,000 shares

    <0.01% of the 13F portfolio, value $1,493,468.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    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 31,953 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,375,170.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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