Compound Planning, Inc.

Position in OKLO — Oklo Inc.

CIK 1978879 NEW YORK, NY

Position in OKLO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,519,532

+$274,941 QoQ

Shares Held

48,147

+6.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#125

of 665 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $4,783,973 across 5 Utilities - Independent Power Producers names. OKLO ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKLO	Oklo Inc. This page	48,147	$2,519,532
2	CEG	Constellation Energy Corp	4,534	$1,126,109
3	VST	Vistra Corp.	3,561	$564,881
4	TLN	Talen Energy Corp	861	$330,847
5	NRG	Nrg Energy, Inc.	1,661	$242,604

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,519,532	48,147	+6.4%	Shares	Other	2026-08-04
2026-03-31	$2,244,591	45,263	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$3,246,278	45,238	-83.2%	Shares	Defined	2026-02-19
2025-09-30	$30,120,341	269,823	-68.7%	Shares	Sole	2025-11-10
2025-06-30	$48,256,717	861,881	-10.7%	Shares	Sole	2025-08-14
2025-03-31	$20,869,208	964,827	+6.2%	Shares	Sole	2025-05-14
2024-12-31	$19,285,119	908,390	+76.2%	Shares	Sole	2025-01-17
2024-09-30	$4,171,131	515,591	—	Shares	Sole	2024-10-08
No filing history on record for this holder in this stock.