Independent Advisor Alliance: OKLO position timeline

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

Independent Advisor Alliance held 9,198 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 9,198 shares
Change vs previous 13F +428 shares
0.01% of the 13F portfolio, value $481,333.
13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,770 shares
Change vs previous 13F +2,445 shares
<0.01% of the 13F portfolio, value $434,910.
13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,325 shares
Change vs previous 13F -2,863 shares
0.01% of the 13F portfolio, value $453,884.
13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 9,188 shares
Change vs previous 13F -326 shares
0.03% of the 13F portfolio, value $1,025,659.
13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 9,514 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $532,691.
13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).