Position in OKLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,088,569
+$467,277 QoQ
Shares Held
97,240
+4.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#79
of 669 holders
Holding Since
Dec 2024
6 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, 2026Westwood Wealth Management holds $5,088,569 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
|
97,240 | $5,088,569 |
All Filings in OKLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,088,569 | 97,240 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,621,292 | 93,190 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $8,400,715 | 75,255 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,892,947 | 105,250 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,390,115 | 110,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $418,231 | 19,700 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||