Position in OKLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$400,376
-$38,842 QoQ
Shares Held
7,651
-13.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 665 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Derivatives in OKLO
reported options exposure · as of Mar 31, 2026CallValue
$4,959
CallShares
100
PutValue
$0
PutShares
0
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, 2026Lido Advisors, LLC holds $10,375,584 across 4 Utilities - Independent Power Producers names. OKLO ranks #4 (3.9% 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 | $400,376 | 7,651 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,959 | 100 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $439,218 | 8,857 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $71,760 | 1,000 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $388,149 | 5,409 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $111,630 | 1,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $309,661 | 2,774 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,990 | 1,000 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $226,199 | 4,040 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||