O'Connor Financial Group LLC: DFEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Connor Financial Group LLC on DFEM, newest first. How the timeline and the estimate are built.
O'Connor Financial Group LLC held 200,190 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 200,190 sharesChange vs previous 13F -19,624 shares
2.88% of the 13F portfolio, value $8,135,721.
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 219,814 sharesChange vs previous 13F -872 shares
3.11% of the 13F portfolio, value $7,594,574.
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 220,686 sharesChange vs previous 13F -5,068 shares
3.13% of the 13F portfolio, value $7,838,766.
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 225,754 sharesChange vs previous 13F +1,676 shares
3.04% of the 13F portfolio, value $7,239,931.
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 224,078 sharesChange vs previous 13F +9,751 shares
2.97% of the 13F portfolio, value $6,735,785.
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 214,327 sharesChange vs previous 13F +4,226 shares
2.95% of the 13F portfolio, value $5,671,092.
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 210,101 sharesChange vs previous 13F +6,120 shares
2.88% of the 13F portfolio, value $5,502,546.
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 203,981 sharesChange vs previous 13F not available
3.02% of the 13F portfolio, value $5,742,066.
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).