Position in OKLO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$239,671
+$13,541 QoQ
Shares Held
4,580
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#398
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, 2026Meriwether Wealth & Planning, LLC holds $922,287 across 4 Utilities - Independent Power Producers names. OKLO ranks #2 (26.0% of the industry book) .
All Filings in OKLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,671 | 4,580 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $226,130 | 4,560 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $326,149 | 4,545 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $493,962 | 4,425 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $230,398 | 4,115 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||