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O'Connor Financial Group LLC: LDUR position timeline

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

O'Connor Financial Group LLC held 202,851 LDUR 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 202,851 shares
    Change vs previous 13F -28,488 shares

    6.86% of the 13F portfolio, value $19,394,608.

    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 231,339 shares
    Change vs previous 13F -70 shares

    9.07% of the 13F portfolio, value $22,166,927.

    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 231,409 shares
    Change vs previous 13F +11,597 shares

    8.87% of the 13F portfolio, value $22,236,114.

    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 219,812 shares
    Change vs previous 13F +4,164 shares

    8.86% of the 13F portfolio, value $21,133,850.

    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 215,648 shares
    Change vs previous 13F +8,629 shares

    9.06% of the 13F portfolio, value $20,551,279.

    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 207,019 shares
    Change vs previous 13F +4,868 shares

    10.33% of the 13F portfolio, value $19,869,128.

    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 202,151 shares
    Change vs previous 13F +6,141 shares

    10.03% of the 13F portfolio, value $19,202,247.

    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 196,010 shares
    Change vs previous 13F not available

    9.88% of the 13F portfolio, value $18,809,068.

    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).