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Disclosery

Focus Partners Wealth: OKLO position timeline

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

Focus Partners Wealth held 144,333 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 144,333 shares
    Change vs previous 13F +25,011 shares

    0.01% of the 13F portfolio, value $7,552,951.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 119,322 shares
    Change vs previous 13F -5,737 shares

    0.01% of the 13F portfolio, value $5,917,164.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 125,059 shares
    Change vs previous 13F +9,266 shares

    0.01% of the 13F portfolio, value $8,978,153.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 115,793 shares
    Change vs previous 13F +11,198 shares

    0.02% of the 13F portfolio, value $12,925,947.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 104,595 shares
    Change vs previous 13F -97,158 shares

    0.01% of the 13F portfolio, value $5,856,275.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 201,753 shares
    Change vs previous 13F -303,238 shares

    0.01% of the 13F portfolio, value $4,363,918.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 504,991 shares
    Change vs previous 13F -236,009 shares

    0.03% of the 13F portfolio, value $10,720,959.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 741,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,994,690.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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