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Disclosery

O'Connor Financial Group LLC: FIXD position timeline

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

O'Connor Financial Group LLC held 0 FIXD shares at 2025-06-30 per its 13F-HR filed 2025-07-07.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -421,266 shares

    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).

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

  2. period ended2025-03-31
    13F 421,266 shares
    Change vs previous 13F -8,453 shares

    9.6% of the 13F portfolio, value $18,468,310.

    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).

  3. period ended2024-12-31
    13F 429,719 shares
    Change vs previous 13F +13,921 shares

    9.65% of the 13F portfolio, value $18,464,992.

    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).

  4. period ended2024-09-30
    13F 415,798 shares
    Change vs previous 13F not available

    9.88% of the 13F portfolio, value $18,810,664.

    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).