Position in OKLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$222,402
-$1,348 QoQ
Shares Held
4,250
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#418
of 669 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Pasadena Private Wealth, LLC holds $222,402 across 1 Utilities - Independent Power Producers name. OKLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
4,250 | $222,402 |
All Filings in OKLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,402 | 4,250 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $223,750 | 4,512 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $278,931 | 3,887 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $424,417 | 3,802 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $201,116 | 3,592 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||