Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: OKLO position timeline

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

Steward Partners Investment Advisory, LLC held 31,182 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,182 shares
    Change vs previous 13F +6,460 shares

    0.01% of the 13F portfolio, value $1,631,754.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 24,722 shares
    Change vs previous 13F +16,257 shares

    0.01% of the 13F portfolio, value $1,225,965.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 8,465 shares
    Change vs previous 13F -574 shares

    <0.01% of the 13F portfolio, value $607,449.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 9,039 shares
    Change vs previous 13F -596 shares

    0.01% of the 13F portfolio, value $1,009,023.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 9,635 shares
    Change vs previous 13F -1,478 shares

    <0.01% of the 13F portfolio, value $539,464.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 11,113 shares
    Change vs previous 13F +1,788 shares

    <0.01% of the 13F portfolio, value $240,374.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 9,325 shares
    Change vs previous 13F +8,950 shares

    <0.01% of the 13F portfolio, value $197,970.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 375 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,034.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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