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Disclosery

Focused Wealth Management, Inc: OKLO position timeline

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

Focused Wealth Management, Inc held 11,281 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,281 shares
    Change vs previous 13F +7,202 shares

    0.05% of the 13F portfolio, value $590,335.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 4,079 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $202,278.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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