Position in OKLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,939
+$6,946 QoQ
Shares Held
725
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#488
of 665 holders
Holding Since
Mar 2026
2 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $93,459 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
350 | $55,520 | |
| 2 | OKLO |
Oklo Inc.
This page
|
725 | $37,939 |
All Filings in OKLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,939 | 725 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,993 | 625 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||