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Disclosery

O'Connor Financial Group LLC: BOND position timeline

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

O'Connor Financial Group LLC held 331,895 BOND 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 331,895 shares
    Change vs previous 13F +96,001 shares

    10.82% of the 13F portfolio, value $30,604,037.

    13F-HR 0001973783-26-000007 filed by O'Connor Financial Group 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 235,894 shares
    Change vs previous 13F -451 shares

    8.91% of the 13F portfolio, value $21,768,298.

    13F-HR 0001973783-26-000006 filed by O'Connor Financial Group 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 236,345 shares
    Change vs previous 13F +11,006 shares

    8.82% of the 13F portfolio, value $22,114,801.

    13F-HR 0001973783-26-000001 filed by O'Connor Financial Group 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 225,339 shares
    Change vs previous 13F +2,976 shares

    8.82% of the 13F portfolio, value $21,035,396.

    13F-HR 0001973783-25-000007 filed by O'Connor Financial Group 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 222,363 shares
    Change vs previous 13F +215,822 shares

    8.97% of the 13F portfolio, value $20,335,097.

    13F-HR 0001973783-25-000005 filed by O'Connor Financial Group 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 6,541 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $604,846.

    13F-HR 0001973783-25-000004 filed by O'Connor Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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