CM Wealth Advisors LLC
- SEC CIK
- 0001764581
- Latest filing
- Aug 10, 2026
OKTA holding history
Okta, Inc. in every 13F filed by CM 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 overviewAll 13F holders of OKTAFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −4,560−100.0% | Sold out | Holders |
| Q1 2024 | 4,560 | $449.4K | 0.1% | +4,560 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −4,717−100.0% | Sold out | Holders |
| Q2 2023 | 4,717 | $349.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 4,717 | $327.0K | 0.1% | +4,717 | New | Holders |