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O'Connor Financial Group LLC: QQQ position timeline

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

O'Connor Financial Group LLC held 17,442 QQQ 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 17,442 shares
    Change vs previous 13F -1,190 shares

    4.54% of the 13F portfolio, value $12,844,975.

    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 18,632 shares
    Change vs previous 13F +228 shares

    4.4% of the 13F portfolio, value $10,753,979.

    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 18,404 shares
    Change vs previous 13F -136 shares

    4.57% of the 13F portfolio, value $11,461,119.

    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 18,540 shares
    Change vs previous 13F +578 shares

    4.67% of the 13F portfolio, value $11,130,820.

    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 17,962 shares
    Change vs previous 13F +770 shares

    4.41% of the 13F portfolio, value $9,990,937.

    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 17,192 shares
    Change vs previous 13F -197 shares

    4.19% of the 13F portfolio, value $8,061,768.

    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 17,389 shares
    Change vs previous 13F +324 shares

    4.65% of the 13F portfolio, value $8,889,372.

    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 17,065 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $8,328,828.

    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).