O'Connor Financial Group LLC: ACWX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Connor Financial Group LLC on ACWX, newest first. How the timeline and the estimate are built.
O'Connor Financial Group LLC held 6,805 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 6,805 sharesChange vs previous 13F +136 shares
0.18% of the 13F portfolio, value $517,980.
13F-HR 0001973783-26-000007 filed by O'Connor Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,669 sharesChange vs previous 13F +9 shares
0.19% of the 13F portfolio, value $456,605.
13F-HR 0001973783-26-000006 filed by O'Connor Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,660 sharesChange vs previous 13F -216 shares
0.19% of the 13F portfolio, value $470,044.
13F-HR 0001973783-26-000001 filed by O'Connor Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,876 sharesChange vs previous 13F +181 shares
0.19% of the 13F portfolio, value $446,988.
13F-HR 0001973783-25-000007 filed by O'Connor Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,695 sharesChange vs previous 13F +1,102 shares
0.18% of the 13F portfolio, value $410,111.
13F-HR 0001973783-25-000005 filed by O'Connor Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,593 sharesChange vs previous 13F +339 shares
0.16% of the 13F portfolio, value $310,169.
13F-HR 0001973783-25-000004 filed by O'Connor Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,254 sharesChange vs previous 13F +468 shares
0.14% of the 13F portfolio, value $274,033.
13F-HR 0001973783-25-000001 filed by O'Connor Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,786 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $273,799.
13F-HR 0001973783-24-000006 filed by O'Connor Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).