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Disclosery

O'Connor Financial Group LLC: SMMD position timeline

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

O'Connor Financial Group LLC held 5,046 SMMD 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 5,046 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $462,414.

    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 5,029 shares
    Change vs previous 13F +83 shares

    0.16% of the 13F portfolio, value $383,929.

    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 4,946 shares
    Change vs previous 13F -133 shares

    0.16% of the 13F portfolio, value $396,464.

    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 5,079 shares
    Change vs previous 13F +122 shares

    0.16% of the 13F portfolio, value $374,441.

    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 4,957 shares
    Change vs previous 13F +1,028 shares

    0.15% of the 13F portfolio, value $345,243.

    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 3,929 shares
    Change vs previous 13F +224 shares

    0.13% of the 13F portfolio, value $245,753.

    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 3,705 shares
    Change vs previous 13F +233 shares

    0.13% of the 13F portfolio, value $251,909.

    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 3,472 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $235,114.

    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).