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
- period ended2026-06-3013F 138,964 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,861 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 34,814 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,204 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,686 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,552 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,772 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,932 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).