MISSION WEALTH MANAGEMENT, LP: OKLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on OKLO, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 7,813 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 7,813 sharesChange vs previous 13F +125 shares
0.01% of the 13F portfolio, value $408,855.
13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,688 sharesChange vs previous 13F -236 shares
0.01% of the 13F portfolio, value $381,248.
13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,924 sharesChange vs previous 13F -14 shares
0.01% of the 13F portfolio, value $568,627.
13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,938 sharesChange vs previous 13F -19,562 shares
0.02% of the 13F portfolio, value $886,119.
13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,500 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,539,725.
13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).