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Disclosery

Compound Planning, Inc.: OKLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on OKLO, newest first. How the timeline and the estimate are built.

Compound Planning, Inc. held 48,147 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,147 shares
    Change vs previous 13F +2,884 shares

    0.07% of the 13F portfolio, value $2,519,540.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 45,263 shares
    Change vs previous 13F +25 shares

    0.07% of the 13F portfolio, value $2,244,601.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 45,238 shares
    Change vs previous 13F -224,585 shares

    0.1% of the 13F portfolio, value $3,246,291.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    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 269,823 shares
    Change vs previous 13F -592,058 shares

    0.98% of the 13F portfolio, value $30,120,360.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    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 861,881 shares
    Change vs previous 13F -102,946 shares

    1.83% of the 13F portfolio, value $48,256,717.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    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 964,827 shares
    Change vs previous 13F +56,437 shares

    0.95% of the 13F portfolio, value $20,869,208.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 908,390 shares
    Change vs previous 13F +392,799 shares

    0.97% of the 13F portfolio, value $19,285,120.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 515,591 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,171,131.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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