Position in OKLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$653,182
-$67,806 QoQ
Shares Held
12,482
-14.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#247
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)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026CreativeOne Wealth, LLC holds $3,154,997 across 4 Utilities - Independent Power Producers names. OKLO ranks #3 (20.7% of the industry book) .
All Filings in OKLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,182 | 12,482 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $720,988 | 14,539 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,467,204 | 20,446 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,830,508 | 16,398 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $878,371 | 15,688 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $303,555 | 14,034 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||