Position in OKLO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$141,291
+$7,398 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#442
of 665 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Kozak & Associates, Inc. holds $141,291 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
|
2,700 | $141,291 |
All Filings in OKLO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,291 | 2,700 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $133,893 | 2,700 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $193,752 | 2,700 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $301,401 | 2,700 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $151,173 | 2,700 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $58,401 | 2,700 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $57,321 | 2,700 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $21,843 | 2,700 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $14,399 | 1,700 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $11,420 | 1,000 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||