Position in OKLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$374,054
+$53,456 QoQ
Shares Held
7,148
+10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#343
of 669 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Derivatives in OKLO
reported options exposure · as of Jun 30, 2026CallValue
$26,165
CallShares
500
PutValue
$0
PutShares
0
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, 2026Arkadios Wealth Advisors holds $4,769,532 across 5 Utilities - Independent Power Producers names. OKLO ranks #4 (7.8% of the industry book) .
All Filings in OKLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,054 | 7,148 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $26,165 | 500 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $320,598 | 6,465 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $4,959 | 100 | Call | Sole | 2026-05-18 | |
| 2025-12-31 | $14,352 | 200 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $406,519 | 5,665 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $237,436 | 2,127 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||