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Disclosery

Joule Financial, LLC: OKLO position timeline

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

Joule Financial, LLC held 8,148 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,148 shares
    Change vs previous 13F +385 shares

    0.12% of the 13F portfolio, value $426,385.

    13F-HR 0001172661-26-002634 filed by Joule Financial, 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 7,763 shares
    Change vs previous 13F -68 shares

    0.11% of the 13F portfolio, value $384,967.

    13F-HR 0001172661-26-001484 filed by Joule Financial, 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 7,831 shares
    Change vs previous 13F -519 shares

    0.17% of the 13F portfolio, value $561,953.

    13F-HR 0001172661-26-000225 filed by Joule Financial, 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 8,350 shares
    Change vs previous 13F -8,878 shares

    0.28% of the 13F portfolio, value $932,111.

    13F-HR 0001172661-25-004552 filed by Joule Financial, 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 17,228 shares
    Change vs previous 13F -218 shares

    0.31% of the 13F portfolio, value $964,596.

    13F-HR 0001172661-25-002679 filed by Joule Financial, 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 17,446 shares
    Change vs previous 13F -75,014 shares

    0.13% of the 13F portfolio, value $377,357.

    13F-HR 0001172661-25-001487 filed by Joule Financial, 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 92,460 shares
    Change vs previous 13F -41,803 shares

    0.69% of the 13F portfolio, value $1,962,926.

    13F-HR 0001172661-25-000201 filed by Joule Financial, LLC
    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 134,263 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,086,188.

    13F-HR 0001172661-24-004300 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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