Position in OKLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$340,825
+$14,523 QoQ
Shares Held
6,513
-1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#347
of 665 holders
Holding Since
Mar 2026
2 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, 2026Keystone Wealth Services, LLC holds $340,825 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
|
6,513 | $340,825 |
All Filings in OKLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,825 | 6,513 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $326,302 | 6,580 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||