Position in OPTT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,620
+$170 QoQ
Shares Held
37,000
+37.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#35
of 81 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPTT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Kelsey Financial, LLC holds $343,280 across 2 Specialty Industrial Machinery names. OPTT ranks #2 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
284 | $333,660 | |
| 2 | OPTT |
Ocean Power Technologies, Inc.
This page
|
37,000 | $9,620 |
All Filings in OPTT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,620 | 37,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,450 | 27,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,600 | 12,000 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||