Position in OKLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$356,314
+$65,420 QoQ
Shares Held
6,809
+16.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 669 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Circle Wealth Management, LLC holds $356,314 across 1 Utilities - Independent Power Producers name. OKLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
6,809 | $356,314 |
All Filings in OKLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,314 | 6,809 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $290,894 | 5,866 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $387,216 | 5,396 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $598,448 | 5,361 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $337,059 | 6,020 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||