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Disclosery

O'Connor Financial Group LLC: VB position timeline

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

O'Connor Financial Group LLC held 7,014 VB 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 7,014 shares
    Change vs previous 13F -116 shares

    0.75% of the 13F portfolio, value $2,126,326.

    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 7,130 shares
    Change vs previous 13F -223 shares

    0.76% of the 13F portfolio, value $1,867,414.

    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 7,353 shares
    Change vs previous 13F +33 shares

    0.81% of the 13F portfolio, value $2,019,631.

    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 7,320 shares
    Change vs previous 13F -94 shares

    0.78% of the 13F portfolio, value $1,861,403.

    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 7,414 shares
    Change vs previous 13F -40,312 shares

    0.8% of the 13F portfolio, value $1,803,230.

    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 47,726 shares
    Change vs previous 13F +1,194 shares

    5.5% of the 13F portfolio, value $10,583,269.

    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 46,532 shares
    Change vs previous 13F +768 shares

    5.84% of the 13F portfolio, value $11,180,540.

    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 45,764 shares
    Change vs previous 13F not available

    5.7% of the 13F portfolio, value $10,855,547.

    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).