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O'Connor Financial Group LLC: TPHD position timeline

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

O'Connor Financial Group LLC held 17,812 TPHD 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 17,812 shares
    Change vs previous 13F -424 shares

    0.27% of the 13F portfolio, value $753,091.

    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 18,236 shares
    Change vs previous 13F +163 shares

    0.31% of the 13F portfolio, value $754,241.

    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 18,073 shares
    Change vs previous 13F +284 shares

    0.29% of the 13F portfolio, value $728,414.

    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 17,789 shares
    Change vs previous 13F -61 shares

    0.29% of the 13F portfolio, value $699,719.

    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 17,850 shares
    Change vs previous 13F -94,797 shares

    0.3% of the 13F portfolio, value $689,212.

    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 112,647 shares
    Change vs previous 13F +327 shares

    2.2% of the 13F portfolio, value $4,237,802.

    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 112,320 shares
    Change vs previous 13F +2,978 shares

    2.13% of the 13F portfolio, value $4,083,433.

    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 109,342 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $4,122,174.

    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).