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Kovack Advisors, Inc.: OKLO position timeline

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

Kovack Advisors, Inc. held 7,427 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,427 shares
    Change vs previous 13F -1,043 shares

    0.02% of the 13F portfolio, value $389,225.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, 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 8,470 shares
    Change vs previous 13F -10,920 shares

    0.02% of the 13F portfolio, value $409,663.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, 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/A 19,390 shares
    Change vs previous 13F +4,240 shares

    0.07% of the 13F portfolio, value $1,391,445.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, 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 15,150 shares
    Change vs previous 13F -1,702 shares

    0.16% of the 13F portfolio, value $1,691,195.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, 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 16,852 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $943,543.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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