Position in OKLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$227,478
New position
Shares Held
4,347
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#411
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, 2026RETIREMENT PLANNING GROUP, LLC / NY holds $227,478 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
|
4,347 | $227,478 |
All Filings in OKLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,478 | 4,347 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||