Position in OKLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$226,117
+$17,641 QoQ
Shares Held
4,321
+2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#414
of 665 holders
Holding Since
Jun 2025
5 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, 2026Signature Wealth Management Partners, LLC holds $226,117 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
|
4,321 | $226,117 |
All Filings in OKLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,117 | 4,321 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $208,476 | 4,204 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $301,679 | 4,204 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $526,223 | 4,714 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $382,915 | 6,839 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||