Skip to content
Disclosery

O'Connor Financial Group LLC: IVE position timeline

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

O'Connor Financial Group LLC held 18,914 IVE 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 18,914 shares
    Change vs previous 13F -328 shares

    1.52% of the 13F portfolio, value $4,294,689.

    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 19,242 shares
    Change vs previous 13F -303 shares

    1.66% of the 13F portfolio, value $4,063,020.

    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 19,545 shares
    Change vs previous 13F -123 shares

    1.69% of the 13F portfolio, value $4,228,633.

    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 19,668 shares
    Change vs previous 13F -252 shares

    1.7% of the 13F portfolio, value $4,061,709.

    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 19,920 shares
    Change vs previous 13F -997 shares

    1.75% of the 13F portfolio, value $3,957,574.

    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 20,917 shares
    Change vs previous 13F -3,882 shares

    2.07% of the 13F portfolio, value $3,986,475.

    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 24,799 shares
    Change vs previous 13F -1,129 shares

    2.47% of the 13F portfolio, value $4,733,507.

    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 25,928 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $5,112,064.

    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).