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Stiles Financial Services Inc: OKLO position timeline

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

Stiles Financial Services Inc held 15,117 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 15,117 shares
    Change vs previous 13F +1,345 shares

    0.2% of the 13F portfolio, value $791,073.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    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 13,772 shares
    Change vs previous 13F +4,725 shares

    0.21% of the 13F portfolio, value $682,953.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    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 9,047 shares
    Change vs previous 13F +4,317 shares

    0.2% of the 13F portfolio, value $649,213.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    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 4,730 shares
    Change vs previous 13F +1,120 shares

    0.17% of the 13F portfolio, value $528,010.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    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 3,610 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $202,127.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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