Powell Investment Advisors, LLC: OKLO position timeline

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

Powell Investment Advisors, LLC held 6,735 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 6,735 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $352,443.
13F-HR 0001398344-26-012921 filed by Powell Investment Advisors, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,735 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $333,989.
13F-HR 0001398344-26-007031 filed by Powell Investment Advisors, LLC
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,735 shares
Change vs previous 13F 0 shares
0.17% of the 13F portfolio, value $483,304.
13F-HR 0001398344-26-002474 filed by Powell Investment Advisors, LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,735 shares
Change vs previous 13F 0 shares
0.26% of the 13F portfolio, value $751,828.
13F-HR 0001398344-25-020813 filed by Powell Investment Advisors, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,735 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $377,093.
13F-HR 0001398344-25-013472 filed by Powell Investment Advisors, LLC
Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).