O'Connor Financial Group LLC: BALT position timeline

O'Connor Financial Group LLC held 8,634 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,634 shares

   Change vs previous 13F +8,634 shares

   0.1% of the 13F portfolio, value $295,887.

   13F-HR 0001973783-26-000007 filed by O'Connor Financial Group LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -20,633 shares

   13F-HR 0001973783-26-000001 filed by O'Connor Financial Group LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-09-30

   13F 20,633 shares

   Change vs previous 13F +523 shares

   0.28% of the 13F portfolio, value $677,175.

   13F-HR 0001973783-25-000007 filed by O'Connor Financial Group LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 20,110 shares

   Change vs previous 13F +478 shares

   0.29% of the 13F portfolio, value $647,241.

   13F-HR 0001973783-25-000005 filed by O'Connor Financial Group LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 19,632 shares

   Change vs previous 13F +1,344 shares

   0.32% of the 13F portfolio, value $616,052.

   13F-HR 0001973783-25-000004 filed by O'Connor Financial Group LLC
   Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 18,288 shares

   Change vs previous 13F +214 shares

   0.3% of the 13F portfolio, value $574,609.

   13F-HR 0001973783-25-000001 filed by O'Connor Financial Group LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 18,074 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $557,222.

   13F-HR 0001973783-24-000006 filed by O'Connor Financial Group LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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