OKLO β€” OKLO INC COM CL A

Ownership history in Cornerstone Planning Group LLC  Β·  4 quarters on record

AI Ownership Summary

Cornerstone Planning Group LLC reported OKLO INC COM CL A (OKLO) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows OKLO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OKLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Planning Group LLC's position in OKLO INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OKLO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Planning Group LLC held OKLO β€” position size vs. price
% of Fund (quarterly)    OKLO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11 -210 -95.0% 0.00% $967 2025-11-04 $112.23
2025 Q2 UNCHANGED 221 β€” 0% 0.00% $19K 2025-08-11 $71.86
2025 Q1 REDUCED 221 -2 -0.9% 0.00% $5K 2025-04-30 $23.74
2024 Q4 INITIATED 223 β€” β€” 0.00% $7K 2025-01-29 $35.30

🏒 Other funds also holding OKLO

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.01% Ares Financial Consulting, LLC 0.01% Hilltop National Bank 0.0%

FAQ About Cornerstone Planning Group LLC and OKLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Planning Group LLC reported owning OKLO?

Cornerstone Planning Group LLC reported OKLO across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported OKLO position in Cornerstone Planning Group LLC's portfolio?

The largest reported portfolio weight for OKLO was 0.00% in 2025 Q2.

What is the latest reported OKLO position on this page?

The most recent filing on this page is 2025 Q3, when Cornerstone Planning Group LLC reported 11 shares, equal to 0.00% of portfolio, with an estimated market value of $967.

What does the chart on this OKLO ownership page compare?

The chart compares Cornerstone Planning Group LLC's quarterly OKLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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