Okta Inc cl a shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private Wealth Management investment in Okta Inc cl a
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Quarterly reported holdings in Okta Inc cl a by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 3.2k | 91.70 |
| 2025-06-30 | $329k | 3.3k | 99.97 |
| 2025-03-31 | $1.0M | 9.5k | 105.22 |
| 2024-12-31 | $750k | 9.5k | 78.80 |
| 2024-09-30 | $708k | 9.5k | 74.34 |
| 2024-06-30 | $891k | 9.5k | 93.61 |
| 2024-03-31 | $996k | 9.5k | 104.62 |
| 2023-12-31 | $870k | 9.6k | 90.53 |
| 2023-09-30 | $783k | 9.6k | 81.51 |
| 2023-06-30 | $829k | 9.6k | 86.24 |
| 2023-03-31 | $829k | 9.6k | 86.24 |
| 2022-12-31 | $657k | 9.6k | 68.33 |
| 2022-09-30 | $317k | 5.6k | 56.79 |
| 2022-06-30 | $505k | 5.6k | 90.47 |
| 2022-03-31 | $843k | 5.6k | 151.02 |
| 2021-12-31 | $1.3M | 5.6k | 224.11 |
| 2021-09-30 | $1.3M | 5.5k | 237.25 |
| 2021-06-30 | $1.3M | 5.5k | 244.72 |
| 2021-03-31 | $1.2M | 5.5k | 220.50 |
| 2020-12-31 | $1.5M | 6.0k | 254.34 |
| 2020-09-30 | $1.3M | 6.0k | 213.79 |
| 2020-06-30 | $1.2M | 6.0k | 200.27 |
| 2020-03-31 | $733k | 6.0k | 122.33 |
| 2019-12-31 | $691k | 6.0k | 115.32 |
| 2019-09-30 | $590k | 6.0k | 98.46 |
| 2019-06-30 | $740 | 100 | 7.40 |
| 2019-03-31 | $1.3M | 16k | 82.74 |
| 2018-12-31 | $1.2M | 18k | 63.83 |
| 2018-09-30 | $1.3M | 18k | 70.36 |
| 2018-06-30 | $589k | 12k | 50.34 |
| 2018-03-31 | $893k | 22k | 39.86 |
| 2017-12-31 | $379k | 14k | 26.47 |
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