Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

OKTA holding history

Okta, Inc. in every 13F filed by Personal Cfo Solutions, 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 (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of OKTA by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−1,019−100.0%	Sold out	Holders
Q4 2021	1,019	$228.0K	<0.1%	+28+2.8%	Added	Holders
Q3 2021	991	$235.0K	<0.1%	+68+7.4%	Added	Holders
Q2 2021	923	$226.0K	<0.1%	+923	New	Holders