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Foundations Investment Advisors, LLC: OKLO position timeline

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

Foundations Investment Advisors, LLC held 161,780 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,780 shares
    Change vs previous 13F +16,268 shares

    0.09% of the 13F portfolio, value $8,465,957.

    13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, 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 145,512 shares
    Change vs previous 13F +50,451 shares

    0.09% of the 13F portfolio, value $7,215,941.

    13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, 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 95,061 shares
    Change vs previous 13F +12,233 shares

    0.09% of the 13F portfolio, value $6,821,554.

    13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, 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 82,828 shares
    Change vs previous 13F +9,832 shares

    0.13% of the 13F portfolio, value $9,246,053.

    13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, 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 72,996 shares
    Change vs previous 13F +20,341 shares

    0.06% of the 13F portfolio, value $4,087,046.

    13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, 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 52,655 shares
    Change vs previous 13F +6,248 shares

    0.02% of the 13F portfolio, value $1,138,928.

    13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
    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 46,407 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $985,221.

    13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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