Position in OKLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,054,554
+$59,581 QoQ
Shares Held
20,152
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#200
of 665 holders
Holding Since
Jun 2025
5 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, 2026Triad Wealth Partners, LLC holds $1,054,554 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
|
20,152 | $1,054,554 |
All Filings in OKLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,554 | 20,152 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $994,973 | 20,064 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,441,514 | 20,088 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,267,316 | 20,311 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,117,000 | 19,950 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||