Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

OKTA holding history

Okta, Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OKTA overview All 13F holders of OKTA Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of OKTA by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−104−100.0%	Sold out	Holders
Q2 2023	104	$7.21K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	104	$8.97K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	104	$7.11K	<0.1%	+104	New	Holders