INDEPENDENT FINANCIAL GROUP, LLC

Position in OKLO — Oklo Inc.

CIK 275484 SAN DIEGO, CA

Back to OKLO Full portfolio

Position in OKLO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$914,362

+$104,508 QoQ

Shares Held

17,473

+7.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#215

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, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $4,055,824 across 4 Utilities - Independent Power Producers names. OKLO ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	5,931	$1,473,082
2	VST	Vistra Corp.	7,286	$1,155,778
3	OKLO	Oklo Inc. This page	17,473	$914,362
4	TLN	Talen Energy Corp	1,334	$512,602

All Filings in OKLO

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$914,362	17,473	+7.0%	Shares	Sole	2026-07-15
2026-03-31	$809,854	16,331	-26.2%	Shares	Sole	2026-05-15
2025-12-31	$1,587,905	22,128	-12.4%	Shares	Sole	2026-05-15
2025-09-30	$2,819,997	25,262	+204.7%	Shares	Sole	2026-05-15
2025-06-30	$464,213	8,291	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.