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Disclosery

WJ Wealth Management, LLC: OKLO position timeline

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

WJ Wealth Management, LLC held 8,533 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,533 shares
    Change vs previous 13F -560 shares

    0.18% of the 13F portfolio, value $446,533.

    13F-HR 0001801674-26-000004 filed by WJ Wealth Management, 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 9,093 shares
    Change vs previous 13F -1,265 shares

    0.21% of the 13F portfolio, value $450,927.

    13F-HR 0001801674-26-000002 filed by WJ Wealth Management, 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 10,358 shares
    Change vs previous 13F -215 shares

    0.33% of the 13F portfolio, value $743,288.

    13F-HR 0001801674-26-000001 filed by WJ Wealth Management, 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/A 10,573 shares
    Change vs previous 13F -10,877 shares

    0.62% of the 13F portfolio, value $1,403,777.

    13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, 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 21,450 shares
    Change vs previous 13F +3,450 shares

    0.38% of the 13F portfolio, value $1,200,994.

    13F-HR 0001085146-25-004209 filed by WJ Wealth Management, 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 18,000 shares
    Change vs previous 13F -3,512 shares

    0.14% of the 13F portfolio, value $389,344.

    13F-HR 0001085146-25-002322 filed by WJ Wealth Management, 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 21,512 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $456,704.

    13F-HR 0001085146-25-000488 filed by WJ Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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