Position in OKLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$791,072
+$108,119 QoQ
Shares Held
15,117
+9.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#226
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, 2026Stiles Financial Services Inc holds $4,286,420 across 3 Utilities - Independent Power Producers names. OKLO ranks #2 (18.5% of the industry book) .
All Filings in OKLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,072 | 15,117 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $682,953 | 13,772 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $649,212 | 9,047 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $528,009 | 4,730 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $202,123 | 3,610 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||