OKLO β€” ALTC ACQUISITION CORP

Ownership history in Joule Financial, LLC  Β·  9 quarters on record

AI Ownership Summary

Joule Financial, LLC reported ALTC ACQUISITION CORP (OKLO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.34% in 2024 Q2. The latest visible filing shows OKLO at 0.11% 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 Joule Financial, LLC's position in ALTC ACQUISITION CORP, 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
2026 Q1

OKLO was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Joule Financial, LLC held OKLO β€” position size vs. price
% of Fund (quarterly)    OKLO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,763 -68 -0.9% 0.11% $385K 2026-04-14 $58.58
2025 Q4 REDUCED 7,831 -519 -6.2% 0.17% $562K 2026-01-20 $89.93
2025 Q3 REDUCED 8,350 -8,878 -51.5% 0.28% $932K 2025-11-03 $126.67
2025 Q2 REDUCED 17,228 -218 -1.2% 0.31% $965K 2025-07-22 $61.32
2025 Q1 REDUCED 17,446 -75,014 -81.1% 0.13% $377K 2025-04-11 $22.50
2024 Q4 REDUCED 92,460 -41,803 -31.1% 0.69% $2.0M 2025-01-15 $24.17
2024 Q3 ADDED 134,263 +75,290 +127.7% 0.40% $1.1M 2024-10-17 $15.73
2024 Q2 ADDED 58,973 +22,630 +62.3% 1.34% $500K 2024-07-23 $9.24
2024 Q1 INITIATED 36,343 β€” β€” 1.13% $415K 2024-05-01 $13.94

FAQ About Joule Financial, 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 Joule Financial, LLC reported owning OKLO?

Joule Financial, LLC reported OKLO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported OKLO position in Joule Financial, LLC's portfolio?

The largest reported portfolio weight for OKLO was 1.34% in 2024 Q2.

What is the latest reported OKLO position on this page?

The most recent filing on this page is 2026 Q1, when Joule Financial, LLC reported 7,763 shares, equal to 0.11% of portfolio, with an estimated market value of $385K.

What does the chart on this OKLO ownership page compare?

The chart compares Joule Financial, 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.

← Back to Joule Financial, LLC Holdings