Position in OKLO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$418,640
+$21,920 QoQ
Shares Held
8,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#323
of 665 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Derivatives in OKLO
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$396,720
PutShares
8,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026LJI Wealth Management, LLC holds $418,640 across 1 Utilities - Independent Power Producers name. OKLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
8,000 | $418,640 |
All Filings in OKLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,640 | 8,000 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $396,720 | 8,000 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $396,720 | 8,000 | Put | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||