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LeConte Wealth Management, LLC: OKLO position timeline

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

LeConte Wealth Management, LLC held 5,597 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 5,597 shares
    Change vs previous 13F +702 shares

    0.16% of the 13F portfolio, value $292,891.

    13F-HR 0001172661-26-003153 filed by LeConte Wealth Management, 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 4,895 shares
    Change vs previous 13F +4,895 shares

    0.16% of the 13F portfolio, value $242,743.

    13F-HR 0001172661-26-001702 filed by LeConte Wealth Management, 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 0 shares
    Change vs previous 13F -2,681 shares

    13F-HR 0001172661-26-000199 filed by LeConte Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 2,681 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $299,280.

    13F-HR 0001172661-25-004305 filed by LeConte Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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