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O'Connor Financial Group LLC: VO position timeline

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

O'Connor Financial Group LLC held 138,964 VO 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 138,964 shares
    Change vs previous 13F +104,103 shares

    3.96% of the 13F portfolio, value $11,196,374.

    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 34,861 shares
    Change vs previous 13F +47 shares

    4.1% of the 13F portfolio, value $10,011,256.

    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 34,814 shares
    Change vs previous 13F +610 shares

    4.15% of the 13F portfolio, value $10,396,672.

    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 34,204 shares
    Change vs previous 13F +518 shares

    4.21% of the 13F portfolio, value $10,046,954.

    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 33,686 shares
    Change vs previous 13F +2,134 shares

    4.21% of the 13F portfolio, value $9,554,404.

    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 31,552 shares
    Change vs previous 13F -220 shares

    4.24% of the 13F portfolio, value $8,160,017.

    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 31,772 shares
    Change vs previous 13F -160 shares

    4.39% of the 13F portfolio, value $8,391,715.

    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 31,932 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $8,424,398.

    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).