Position in OKLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$610,481
+$288,097 QoQ
Shares Held
11,666
+79.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#254
of 665 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Rockline Wealth Management, LLC holds $2,370,798 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
11,097 | $1,760,317 | |
| 2 | OKLO |
Oklo Inc.
This page
|
11,666 | $610,481 |
All Filings in OKLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,481 | 11,666 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $322,384 | 6,501 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $309,500 | 4,313 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $258,200 | 2,313 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||