Position in OKLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$388,654
-$31,373 QoQ
Shares Held
7,427
-12.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#336
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, 2026Kovack Advisors, Inc. holds $2,762,712 across 4 Utilities - Independent Power Producers names. OKLO ranks #3 (14.1% 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 | $388,654 | 7,427 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $420,027 | 8,470 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,391,426 | 19,390 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,691,194 | 15,150 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $943,543 | 16,852 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||