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Disclosery

MAI Capital Management: OKLO position timeline

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

MAI Capital Management held 4,564 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,564 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $238,835.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 4,505 shares
    Change vs previous 13F +1,600 shares

    <0.01% of the 13F portfolio, value $223,403.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 2,905 shares
    Change vs previous 13F -390 shares

    <0.01% of the 13F portfolio, value $208,463.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 3,295 shares
    Change vs previous 13F +2,493 shares

    <0.01% of the 13F portfolio, value $367,821.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 802 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $44,904.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 865 shares
    Change vs previous 13F +365 shares

    <0.01% of the 13F portfolio, value $18,710.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,615.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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