Position in OKLO
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$14,877
-$6,651 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Morton Brown Family Wealth, LLC holds $61,710 across 3 Utilities - Independent Power Producers names.
All Filings in OKLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,877 | 300 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $21,528 | 300 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $27,907 | 250 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,997 | 250 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||