Position in OKLO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$336,324
-$55,189 QoQ
Shares Held
6,427
-18.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#349
of 665 holders
Holding Since
Dec 2024
7 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, 2026Kaizen Financial Strategies holds $336,324 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
|
6,427 | $336,324 |
All Filings in OKLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,324 | 6,427 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $391,513 | 7,895 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $591,445 | 8,242 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $975,311 | 8,737 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $642,597 | 11,477 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $292,437 | 13,520 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $226,524 | 10,670 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||