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
- period ended2026-06-3013F 161,674 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 171,589 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 141,972 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 135,163 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 127,340 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 96,657 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 83,635 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 84,208 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).