Ownership history in Cornerstone Planning Group LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Planning Group LLC reported a position in OKLO INC COM CL A (OKLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Planning Group LLC outperformed the S&P 500 by +327.3% annually on this OKLO position. Average cost basis: $21.23. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 327.3% per year on this position.
3 quarters analyzed
Best entry: $21.23 (2024 Q4) Β· Worst: $21.23 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 2 trims. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size