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Disclosery

Sowell Financial Services LLC: OKLO position timeline

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

Sowell Financial Services LLC held 23,313 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,313 shares
    Change vs previous 13F +1,738 shares

    0.04% of the 13F portfolio, value $1,219,949.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 21,575 shares
    Change vs previous 13F +260 shares

    0.04% of the 13F portfolio, value $1,069,885.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 21,315 shares
    Change vs previous 13F -4,878 shares

    0.06% of the 13F portfolio, value $1,529,537.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 26,193 shares
    Change vs previous 13F +2,976 shares

    0.11% of the 13F portfolio, value $2,923,881.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 23,217 shares
    Change vs previous 13F +7,942 shares

    0.05% of the 13F portfolio, value $1,299,898.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 15,275 shares
    Change vs previous 13F +782 shares

    0.02% of the 13F portfolio, value $330,390.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 14,493 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $307,687.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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