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TCFG Investment Advisors, LLC: OKLO position timeline

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

TCFG Investment Advisors, LLC held 4,870 OKLO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,870 shares
    Change vs previous 13F -6,960 shares

    0.09% of the 13F portfolio, value $254,847.

    13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, 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 11,830 shares
    Change vs previous 13F -14,770 shares

    0.11% of the 13F portfolio, value $586,650.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 5,915 shares
    • TCFG Investment Advisors, LLC: 5,915 shares

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

  3. period ended2025-12-31
    13F 26,600 shares
    Change vs previous 13F -4,980 shares

    0.75% of the 13F portfolio, value $1,908,816.

    13F-HR 0001754960-26-000176 filed by TCFG 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 31,580 shares
    Change vs previous 13F +3,680 shares

    1.39% of the 13F portfolio, value $3,525,275.

    13F-HR/A 0001754960-25-000800 filed by TCFG 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 27,900 shares
    Change vs previous 13F +12,570 shares

    0.71% of the 13F portfolio, value $1,562,121.

    13F-HR 0001754960-25-000469 filed by TCFG 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 15,330 shares
    Change vs previous 13F -5,870 shares

    0.17% of the 13F portfolio, value $331,588.

    13F-HR 0001754960-25-000209 filed by TCFG 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 21,200 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $450,076.

    13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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