O'Connor Financial Group LLC: TPIF position timeline

O'Connor Financial Group LLC held 328,274 TPIF 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 328,274 shares

   Change vs previous 13F -4,537 shares

   4.33% of the 13F portfolio, value $12,247,908.

   13F-HR 0001973783-26-000007 filed by O'Connor Financial Group LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 332,811 shares

   Change vs previous 13F -7,276 shares

   4.91% of the 13F portfolio, value $11,994,513.

   13F-HR 0001973783-26-000006 filed by O'Connor Financial Group LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 340,087 shares

   Change vs previous 13F -5,310 shares

   4.91% of the 13F portfolio, value $12,321,357.

   13F-HR 0001973783-26-000001 filed by O'Connor Financial Group LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 345,397 shares

   Change vs previous 13F -3,247 shares

   4.83% of the 13F portfolio, value $11,529,357.

   13F-HR 0001973783-25-000007 filed by O'Connor Financial Group LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 348,644 shares

   Change vs previous 13F -17,274 shares

   4.99% of the 13F portfolio, value $11,306,530.

   13F-HR 0001973783-25-000005 filed by O'Connor Financial Group LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 365,918 shares

   Change vs previous 13F -9,383 shares

   5.47% of the 13F portfolio, value $10,520,146.

   13F-HR 0001973783-25-000004 filed by O'Connor Financial Group LLC
   Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 375,301 shares

   Change vs previous 13F +19,559 shares

   5.21% of the 13F portfolio, value $9,975,890.

   13F-HR 0001973783-25-000001 filed by O'Connor Financial Group LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 355,742 shares

   Change vs previous 13F not available

   5.4% of the 13F portfolio, value $10,271,830.

   13F-HR 0001973783-24-000006 filed by O'Connor Financial Group LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).