Independent Advisor Alliance

Position in OKLO — Oklo Inc.

CIK 1696899 CHARLOTTE, NC

Position in OKLO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$481,330

+$46,427 QoQ

Shares Held

9,198

+4.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#296

of 665 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Independent Advisor Alliance holds $8,649,382 across 4 Utilities - Independent Power Producers names. OKLO ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	19,048	$4,730,950
2	VST	Vistra Corp.	20,185	$3,201,946
3	OKLO	Oklo Inc. This page	9,198	$481,330
4	NRG	Nrg Energy, Inc.	1,610	$235,156

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$481,330	9,198	+4.9%	Shares	Sole	2026-08-12
2026-03-31	$434,903	8,770	+38.7%	Shares	Sole	2026-05-12
2025-12-31	$453,881	6,325	-31.2%	Shares	Sole	2026-02-04
2025-09-30	$1,025,656	9,188	-3.4%	Shares	Sole	2025-11-04
2025-06-30	$532,688	9,514	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.