Position in OKLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$447,578
+$91,274 QoQ
Shares Held
8,553
+19.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#312
of 665 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, 2026IHT Wealth Management, LLC holds $5,696,132 across 4 Utilities - Independent Power Producers names. OKLO ranks #4 (7.9% of the industry book) .
All Filings in OKLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,578 | 8,553 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $356,304 | 7,185 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $411,758 | 5,738 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $558,708 | 5,005 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $322,446 | 5,759 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||