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Disclosery

Savant Capital, LLC: OKTA position timeline

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

Savant Capital, LLC held 3,060 OKTA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,060 shares
    Change vs previous 13F +430 shares

    <0.01% of the 13F portfolio, value $299,592.

    13F-HR 0001482880-26-000014 filed by Savant 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 2,630 shares
    Change vs previous 13F +2,630 shares

    <0.01% of the 13F portfolio, value $207,019.

    13F-HR 0001482880-26-000009 filed by Savant 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 ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -10,515 shares

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 10,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $828,545.

    13F-HR 0001085146-25-000573 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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