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Disclosery

AE Wealth Management LLC: OKLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on OKLO, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 38,188 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,188 shares
    Change vs previous 13F +12,347 shares

    0.01% of the 13F portfolio, value $1,994,289.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,841 shares
    Change vs previous 13F -9,280 shares

    0.01% of the 13F portfolio, value $1,281,453.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 35,121 shares
    Change vs previous 13F -54,205 shares

    0.01% of the 13F portfolio, value $2,520,284.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 89,326 shares
    Change vs previous 13F +6,995 shares

    0.06% of the 13F portfolio, value $9,971,461.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 82,331 shares
    Change vs previous 13F +12,932 shares

    0.03% of the 13F portfolio, value $4,609,713.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 69,399 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,501,100.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).