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
- period ended2026-06-3013F 17,442 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,632 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,404 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,540 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,962 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,192 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,389 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,065 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).