High Net Worth Advisory Group LLC

Position in OKTA — Okta, Inc.

CIK 1919142 NAPLES, FL

Position in OKTA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$547,437

+$274,387 QoQ

Shares Held

4,012

+9.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#469

of 816 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

High Net Worth Advisory Group LLC holds $7,505,743 across 6 Software - Infrastructure names. OKTA ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	13,851	$5,166,700
2	CRWD	CrowdStrike Holdings, Inc.	5,000	$953,925
3	OKTA	Okta, Inc. This page	4,012	$547,437
4	ORCL	Oracle Corp	2,306	$337,944
5	PANW	Palo Alto Networks Inc	839	$286,115
6	PLTR	Palantir Technologies Inc.	1,831	$213,622

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$547,437	4,012	+9.2%	Shares	Sole	2026-07-29
2024-09-30	$273,050	3,673	-4.7%	Shares	Sole	2024-10-11
2024-06-30	$360,679	3,853	-0.8%	Shares	Sole	2024-07-17
2024-03-31	$406,448	3,885	+215.9%	Shares	Sole	2024-04-12
2022-12-31	$84,045	1,230	-44.8%	Shares	Sole	2023-02-14
2022-09-30	$126,820	2,230	+52.2%	Shares	Sole	2022-10-24
2022-06-30	$132,436	1,465	-13.3%	Shares	Sole	2022-08-10
2022-03-31	$255,122	1,690	+5.6%	Shares	Sole	2022-08-10
2021-12-31	$358,672	1,600	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.