Comprehensive Financial Planning, Inc./PA
Position in OKLO — Oklo Inc.
CIK 2044855
EAST PETERSBURG, PA
Position in OKLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$34,799
+$1,822 QoQ
Shares Held
665
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#491
of 665 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $632,050 across 3 Utilities - Independent Power Producers names. OKLO ranks #3 (5.5% of the industry book) .
All Filings in OKLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,799 | 665 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,977 | 665 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $58,484 | 815 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,163 | 315 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,679 | 30 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $648 | 30 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $636 | 30 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||