O'Connor Financial Group LLC: IVV position timeline

O'Connor Financial Group LLC held 6,700 IVV 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 6,700 shares

   Change vs previous 13F -170 shares

   1.77% of the 13F portfolio, value $5,017,693.

   13F-HR 0001973783-26-000007 filed by O'Connor Financial Group LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,870 shares

   Change vs previous 13F -88 shares

   1.84% of the 13F portfolio, value $4,487,667.

   13F-HR 0001973783-26-000006 filed by O'Connor Financial Group LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,958 shares

   Change vs previous 13F -88 shares

   1.92% of the 13F portfolio, value $4,816,726.

   13F-HR 0001973783-26-000001 filed by O'Connor Financial Group LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,046 shares

   Change vs previous 13F -221 shares

   1.98% of the 13F portfolio, value $4,716,005.

   13F-HR 0001973783-25-000007 filed by O'Connor Financial Group LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,267 shares

   Change vs previous 13F -932 shares

   2.01% of the 13F portfolio, value $4,565,022.

   13F-HR 0001973783-25-000005 filed by O'Connor Financial Group LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 8,199 shares

   Change vs previous 13F -2,786 shares

   2.4% of the 13F portfolio, value $4,607,507.

   13F-HR 0001973783-25-000004 filed by O'Connor Financial Group LLC
   Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 10,985 shares

   Change vs previous 13F -666 shares

   3.38% of the 13F portfolio, value $6,466,164.

   13F-HR 0001973783-25-000001 filed by O'Connor Financial Group LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 11,651 shares

   Change vs previous 13F not available

   3.53% of the 13F portfolio, value $6,720,367.

   13F-HR 0001973783-24-000006 filed by O'Connor Financial Group LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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