Phoenix Wealth Advisors

SEC CIK: 0001842362
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

OKTA holding history

Okta, Inc. in every 13F filed by Phoenix 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 (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of OKTA by Phoenix Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−41−100.0%	Sold out	Holders
Q3 2021	41	$10.0K	<0.1%	+31+310.0%	Added	Holders
Q2 2021	10	$2.00K	<0.1%	+10	New	Holders