O'Connor Financial Group LLC: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Connor Financial Group LLC on VOO, newest first. How the timeline and the estimate are built.
O'Connor Financial Group LLC held 44,893 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 44,893 sharesChange vs previous 13F +466 shares
10.91% of the 13F portfolio, value $30,833,645.
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 44,427 sharesChange vs previous 13F +501 shares
10.86% of the 13F portfolio, value $26,547,313.
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 43,926 sharesChange vs previous 13F +106 shares
11.1% of the 13F portfolio, value $27,842,003.
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 43,820 sharesChange vs previous 13F +1,367 shares
11.25% of the 13F portfolio, value $26,834,694.
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 42,453 sharesChange vs previous 13F +4,307 shares
10.77% of the 13F portfolio, value $24,419,992.
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 38,146 sharesChange vs previous 13F +3,500 shares
10.19% of the 13F portfolio, value $19,603,904.
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 34,646 sharesChange vs previous 13F +2,038 shares
9.76% of the 13F portfolio, value $18,667,381.
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 32,608 sharesChange vs previous 13F not available
9.04% of the 13F portfolio, value $17,206,058.
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).