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Wealth Management Partners, LLC: OKLO position timeline

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

Wealth Management Partners, LLC held 17,429 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,429 shares
    Change vs previous 13F +1,059 shares

    0.21% of the 13F portfolio, value $912,060.

    13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 16,370 shares
    Change vs previous 13F +1,552 shares

    0.23% of the 13F portfolio, value $811,788.

    13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 14,818 shares
    Change vs previous 13F +1,928 shares

    0.3% of the 13F portfolio, value $1,063,340.

    13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 12,890 shares
    Change vs previous 13F +7,605 shares

    0.46% of the 13F portfolio, value $1,438,911.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 5,285 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $295,643.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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