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Disclosery

CreativeOne Wealth, LLC: OKLO position timeline

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

CreativeOne Wealth, LLC held 12,482 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 12,482 shares
    Change vs previous 13F -2,057 shares

    0.01% of the 13F portfolio, value $653,183.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 14,539 shares
    Change vs previous 13F -5,907 shares

    0.02% of the 13F portfolio, value $720,989.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 20,446 shares
    Change vs previous 13F +4,048 shares

    0.04% of the 13F portfolio, value $1,467,204.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 16,398 shares
    Change vs previous 13F +710 shares

    0.04% of the 13F portfolio, value $1,830,509.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 15,688 shares
    Change vs previous 13F +1,654 shares

    0.02% of the 13F portfolio, value $878,371.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 14,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $303,555.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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