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Disclosery

Finley Financial, LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Finley Financial, LLC on OEF, newest first. How the timeline and the estimate are built.

Finley Financial, LLC held 6,560 OEF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,560 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $2,400,107.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 6,560 shares
    Change vs previous 13F -35 shares

    0.98% of the 13F portfolio, value $2,086,539.

    13F-HR 0002047823-26-000002 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,595 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $2,261,887.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 6,595 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $2,195,080.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 6,595 shares
    Change vs previous 13F -1,340 shares

    1.01% of the 13F portfolio, value $2,007,188.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 7,935 shares
    Change vs previous 13F -140 shares

    1.19% of the 13F portfolio, value $2,137,213.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 8,075 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,349,341.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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