Position in OKLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,197
+$611 QoQ
Shares Held
42
+31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#613
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, 2026Acumen Wealth Advisors, LLC holds $1,982,942 across 3 Utilities - Independent Power Producers names. OKLO ranks #3 (0.1% of the industry book) .
All Filings in OKLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,197 | 42 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,586 | 32 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||