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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

OKTA holding history

Okta, Inc. in every 13F filed by SkyOak Wealth, 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 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of OKTA by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,150−100.0%Sold outHolders
Q1 20265,150$405.4K0.1%+1,300+33.8%AddedHolders
Q4 20253,850$332.9K0.1%+3,850NewHolders
Q3 20250$00.0%−3,150−100.0%Sold outHolders
Q2 20253,150$314.9K0.1%+3,150NewHolders
Q1 20220$00.0%−1,015−100.0%Sold outHolders
Q4 20211,015$228.0K0.1%−1,000−49.6%ReducedHolders
Q3 20212,015$478.0K0.1%00.0%UnchangedHolders
Q2 20212,015$493.0K0.1%00.0%UnchangedHolders
Q1 20212,015$568.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.