Position in OKLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$473,586
-$990 QoQ
Shares Held
9,050
-5.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#299
of 665 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Global Assets Advisory, LLC holds $854,298 across 2 Utilities - Independent Power Producers names. OKLO ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
9,050 | $473,586 | |
| 2 | VST |
Vistra Corp.
|
2,400 | $380,712 |
All Filings in OKLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,586 | 9,050 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $474,576 | 9,570 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||