O'Connor Financial Group LLC: IVW position timeline

O'Connor Financial Group LLC held 4,243 IVW 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 4,243 shares

   Change vs previous 13F -7 shares

   0.21% of the 13F portfolio, value $583,539.

   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 4,250 shares

   Change vs previous 13F +42 shares

   0.2% of the 13F portfolio, value $480,718.

   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 4,208 shares

   Change vs previous 13F -486 shares

   0.21% of the 13F portfolio, value $519,772.

   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 4,694 shares

   Change vs previous 13F -28 shares

   0.24% of the 13F portfolio, value $566,660.

   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 4,722 shares

   Change vs previous 13F -19 shares

   0.23% of the 13F portfolio, value $523,198.

   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 4,741 shares

   Change vs previous 13F +526 shares

   0.23% of the 13F portfolio, value $440,107.

   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 4,215 shares

   Change vs previous 13F 0 shares

   0.22% of the 13F portfolio, value $427,949.

   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 4,215 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $403,587.

   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).