Position in OKLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$285,931
+$55,883 QoQ
Shares Held
5,464
+17.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#367
of 665 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $2,539,004 across 4 Utilities - Independent Power Producers names. OKLO ranks #3 (11.3% of the industry book) .
All Filings in OKLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,931 | 5,464 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $230,048 | 4,639 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $395,325 | 5,509 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $561,387 | 5,029 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $549,765 | 9,819 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||