Position in OKLO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$536,958
+$11,205 QoQ
Shares Held
10,261
-3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#280
of 665 holders
Holding Since
Mar 2025
6 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, 2026StoneCrest Wealth Management, Inc. holds $536,958 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
|
10,261 | $536,958 |
All Filings in OKLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,958 | 10,261 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $525,753 | 10,602 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $786,346 | 10,958 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,677,687 | 15,029 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $943,263 | 16,847 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $347,204 | 16,052 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||