Position in OKLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,283,550
+$188,554 QoQ
Shares Held
24,528
+11.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#181
of 665 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Derivatives in OKLO
reported options exposure · as of Jun 30, 2026CallValue
$10,466
CallShares
200
PutValue
$0
PutShares
0
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, 2026Concurrent Investment Advisors, LLC holds $8,722,034 across 5 Utilities - Independent Power Producers names. OKLO ranks #3 (14.7% of the industry book) .
All Filings in OKLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,283,550 | 24,528 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $10,466 | 200 | Call | Sole | 2026-07-27 | |
| 2026-03-31 | $1,094,996 | 22,081 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $9,918 | 200 | Call | Sole | 2026-04-21 | |
| 2025-12-31 | $1,807,706 | 25,191 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,729,893 | 33,413 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,198 | 200 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $1,935,686 | 34,572 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $763,149 | 35,282 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||