Position in OKLO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$208,639
New position
Shares Held
3,987
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#425
of 665 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Optivise Advisory Services LLC holds $208,639 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
|
3,987 | $208,639 |
All Filings in OKLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,639 | 3,987 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||