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Disclosery

O'Connor Financial Group LLC: SRLN position timeline

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

O'Connor Financial Group LLC held 0 SRLN 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 0 shares
    Change vs previous 13F -174,552 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 174,552 shares
    Change vs previous 13F +1,395 shares

    2.87% of the 13F portfolio, value $7,006,500.

    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 173,157 shares
    Change vs previous 13F +7,320 shares

    2.85% of the 13F portfolio, value $7,154,870.

    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 165,837 shares
    Change vs previous 13F +3,708 shares

    2.89% of the 13F portfolio, value $6,895,484.

    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 162,129 shares
    Change vs previous 13F +8,707 shares

    2.96% of the 13F portfolio, value $6,721,892.

    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 153,422 shares
    Change vs previous 13F +4,538 shares

    3.28% of the 13F portfolio, value $6,310,270.

    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 148,884 shares
    Change vs previous 13F +5,572 shares

    3.25% of the 13F portfolio, value $6,212,912.

    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 143,312 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $5,984,674.

    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).