Mindset Wealth Management, LLC
- SEC CIK
- 0002044232
- Latest filing
- Aug 4, 2026
OKTA holding history
Okta, Inc. in every 13F filed by Mindset Wealth Management, 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 (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −2,818−100.0% | Sold out | Holders |
| Q4 2025 | 2,818 | $243.7K | 0.1% | +414+17.2% | Added | Holders |
| Q3 2025 | 2,404 | $220.4K | 0.1% | +2,404 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −2,247−100.0% | Sold out | Holders |
| Q1 2025 | 2,247 | $236.4K | 0.1% | +2,247 | New | Holders |