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Disclosery

O'Connor Financial Group LLC: UJAN position timeline

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

O'Connor Financial Group LLC held 8,909 UJAN 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 8,909 shares
    Change vs previous 13F -64 shares

    0.14% of the 13F portfolio, value $403,864.

    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 8,973 shares
    Change vs previous 13F -1,109 shares

    0.16% of the 13F portfolio, value $381,442.

    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 10,082 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $438,768.

    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).