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LPL Financial LLC: OKLO position timeline

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

LPL Financial LLC held 629,015 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 629,015 shares
    Change vs previous 13F +95,064 shares

    0.01% of the 13F portfolio, value $32,916,344.

    13F-HR 0001403438-26-000004 filed by LPL 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 533,951 shares
    Change vs previous 13F +32,336 shares

    0.01% of the 13F portfolio, value $26,478,630.

    13F-HR 0001403438-26-000002 filed by LPL 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 501,615 shares
    Change vs previous 13F +14,096 shares

    0.01% of the 13F portfolio, value $35,995,892.

    13F-HR 0001403438-26-000001 filed by LPL 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 487,519 shares
    Change vs previous 13F +10,864 shares

    0.02% of the 13F portfolio, value $54,421,746.

    13F-HR 0001403438-25-000006 filed by LPL 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 476,655 shares
    Change vs previous 13F +211,414 shares

    0.01% of the 13F portfolio, value $26,687,913.

    13F-HR 0001403438-25-000005 filed by LPL 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 265,241 shares
    Change vs previous 13F +135,157 shares

    <0.01% of the 13F portfolio, value $5,737,163.

    13F-HR 0001403438-25-000003 filed by LPL 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 130,084 shares
    Change vs previous 13F +111,176 shares

    <0.01% of the 13F portfolio, value $2,761,683.

    13F-HR 0001403438-25-000002 filed by LPL 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 18,908 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $152,966.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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