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O'Connor Financial Group LLC: JPST position timeline

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

O'Connor Financial Group LLC held 161,674 JPST 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 161,674 shares
    Change vs previous 13F -9,915 shares

    2.89% of the 13F portfolio, value $8,175,895.

    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 171,589 shares
    Change vs previous 13F +29,617 shares

    3.55% of the 13F portfolio, value $8,684,144.

    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 141,972 shares
    Change vs previous 13F +6,809 shares

    2.87% of the 13F portfolio, value $7,200,848.

    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 135,163 shares
    Change vs previous 13F +7,823 shares

    2.88% of the 13F portfolio, value $6,856,819.

    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 127,340 shares
    Change vs previous 13F +30,683 shares

    2.84% of the 13F portfolio, value $6,430,670.

    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 96,657 shares
    Change vs previous 13F +13,022 shares

    2.54% of the 13F portfolio, value $4,893,743.

    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 83,635 shares
    Change vs previous 13F -573 shares

    2.2% of the 13F portfolio, value $4,212,695.

    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 84,208 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $4,272,714.

    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).