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Cassaday & Co Wealth Management LLC: OKLO position timeline

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

Cassaday & Co Wealth Management LLC held 2,322 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,322 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $121,511.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co 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 2,367 shares
    Change vs previous 13F +2,367 shares

    <0.01% of the 13F portfolio, value $117,380.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co 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 0 shares
    Change vs previous 13F -2,267 shares

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 2,267 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,066.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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