Skip to content
Disclosery

NewEdge Advisors, LLC: OKLO position timeline

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

NewEdge Advisors, LLC held 41,362 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,362 shares
    Change vs previous 13F +5,468 shares

    0.01% of the 13F portfolio, value $2,164,477.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 35,894 shares
    Change vs previous 13F +13,002 shares

    <0.01% of the 13F portfolio, value $1,334,188.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 22,892 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $1,642,727.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 22,891 shares
    Change vs previous 13F +6,255 shares

    0.01% of the 13F portfolio, value $2,555,325.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 16,636 shares
    Change vs previous 13F +964 shares

    <0.01% of the 13F portfolio, value $931,455.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 15,672 shares
    Change vs previous 13F +9,772 shares

    <0.01% of the 13F portfolio, value $338,987.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 5,900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,258.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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