Skip to content

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

  1. period ended2026-06-30
    13F 200,190 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 219,814 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 220,686 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 225,754 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 224,078 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 214,327 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 210,101 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 203,981 shares
    Change 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), ingested

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