Position in OKLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$248,619
+$247,529 QoQ
Shares Held
4,751
+21495.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#390
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, 2026IFG Advisory, LLC holds $994,415 across 4 Utilities - Independent Power Producers names. OKLO ranks #2 (25.0% 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 | $248,619 | 4,751 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,090 | 22 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $251,877 | 3,510 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $454,445 | 4,071 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $208,002 | 3,715 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||