Position in OKLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$52
+$3 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#662
of 669 holders
Holding Since
Mar 2025
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, 2026Smallwood Wealth Investment Management, LLC holds $36,865 across 3 Utilities - Independent Power Producers names. OKLO ranks #3 (0.1% of the industry book) .
All Filings in OKLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52 | 1 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $49 | 1 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,794 | 25 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,232 | 20 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,639 | 65 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $1,189 | 55 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||