Position in OKLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$78,495
+$14,028 QoQ
Shares Held
1,500
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#461
of 665 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Derivatives in OKLO
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$865
PutShares
40
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, 2026Quaker Wealth Management, LLC holds $82,835 across 4 Utilities - Independent Power Producers names. OKLO ranks #1 (94.8% of the industry book) .
All Filings in OKLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,495 | 1,500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $64,467 | 1,300 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $200,928 | 2,800 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $346,053 | 3,100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $172,617 | 3,083 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $865 | 40 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||