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Kestra Advisory Services, LLC: OKLO position timeline

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

Kestra Advisory Services, LLC held 68,230 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,230 shares
    Change vs previous 13F -15,946 shares

    0.01% of the 13F portfolio, value $3,570,490.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,297 shares
    • Kestra Advisory Services, LLC: 30,933 shares

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

  2. period ended2026-03-31
    13F 84,176 shares
    Change vs previous 13F +13,938 shares

    0.01% of the 13F portfolio, value $4,174,301.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,406 shares
    • Kestra Advisory Services, LLC: 47,770 shares

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

  3. period ended2025-12-31
    13F 70,238 shares
    Change vs previous 13F -1,709 shares

    0.02% of the 13F portfolio, value $5,040,299.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,549 shares
    • Kestra Advisory Services, LLC: 41,689 shares

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

  4. period ended2025-09-30
    13F 71,947 shares
    Change vs previous 13F -4,145 shares

    0.03% of the 13F portfolio, value $8,031,474.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,455 shares
    • Kestra Advisory Services, LLC: 41,492 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 76,092 shares
    Change vs previous 13F +29,679 shares

    0.01% of the 13F portfolio, value $4,260,392.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,136 shares
    • Kestra Advisory Services, LLC: 56,934 shares
    • Kestra Investment Management, LLC: 22 shares

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

  6. period ended2025-03-31
    13F/A 46,413 shares
    Change vs previous 13F -77,441 shares

    <0.01% of the 13F portfolio, value $1,003,913.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 46,391 shares
    • Kestra Investment Management, LLC: 22 shares

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

  7. period ended2024-12-31
    13F 123,854 shares
    Change vs previous 13F -19,644 shares

    0.01% of the 13F portfolio, value $2,629,420.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    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 143,498 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,160,899.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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