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Disclosery

O'Connor Financial Group LLC: ESUM position timeline

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

O'Connor Financial Group LLC held 496,003 ESUM 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 496,003 shares
    Change vs previous 13F -104 shares

    5.37% of the 13F portfolio, value $15,195,052.

    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 496,107 shares
    Change vs previous 13F -2,000 shares

    5.31% of the 13F portfolio, value $12,988,081.

    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 498,107 shares
    Change vs previous 13F +9,384 shares

    5.48% of the 13F portfolio, value $13,747,753.

    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 488,723 shares
    Change vs previous 13F -4,798 shares

    5.57% of the 13F portfolio, value $13,283,491.

    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 493,521 shares
    Change vs previous 13F +474,538 shares

    5.75% of the 13F portfolio, value $13,036,259.

    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 18,983 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $448,181.

    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).