Arete Wealth Advisors, LLC

SEC CIK: 0001600151
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

OKTA holding history

Okta, Inc. in every 13F filed by Arete Wealth Advisors, LLC, 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 (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of OKTA by Arete Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−3,500−100.0%	Sold out	Holders
Q1 2025	3,500	$368.0K	<0.1%	+3,500	New	Holders
Q3 2024	0	$0	0.0%	−4,503−100.0%	Sold out	Holders
Q2 2024	4,503	$421.0K	<0.1%	+4,503	New	Holders