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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

  1. period ended2026-06-30
    13F 44,893 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,427 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,926 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,820 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,453 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,146 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,646 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,608 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).