Position in OKLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$208,744
+$11,327 QoQ
Shares Held
3,989
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#427
of 669 holders
Holding Since
Jun 2025
4 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, 2026Icon Wealth Advisors, LLC holds $419,246 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
1,327 | $210,502 | |
| 2 | OKLO |
Oklo Inc.
This page
|
3,989 | $208,744 |
All Filings in OKLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,744 | 3,989 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $197,417 | 3,981 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $256,749 | 2,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $111,980 | 2,000 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||