Position in OKLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,183,495
-$471,054 QoQ
Shares Held
99,054
-13.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#77
of 669 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Derivatives in OKLO
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$11,163
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Private Advisor Group, LLC holds $19,880,065 across 5 Utilities - Independent Power Producers names. OKLO ranks #2 (26.1% of the industry book) .
All Filings in OKLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,183,495 | 99,054 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,654,549 | 114,026 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,584,815 | 147,503 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,163 | 100 | Put | Sole | 2025-11-13 | |
| 2025-09-30 | $16,083,985 | 144,083 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,761,912 | 120,770 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,489,894 | 115,113 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,839,066 | 133,729 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $859,327 | 106,221 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||