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Disclosery

O'Connor Financial Group LLC: VTV position timeline

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

O'Connor Financial Group LLC held 4,670 VTV 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 4,670 shares
    Change vs previous 13F -187 shares

    0.36% of the 13F portfolio, value $1,017,759.

    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 4,857 shares
    Change vs previous 13F -186 shares

    0.39% of the 13F portfolio, value $952,925.

    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 5,043 shares
    Change vs previous 13F +2 shares

    0.4% of the 13F portfolio, value $996,550.

    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 5,041 shares
    Change vs previous 13F -50 shares

    0.39% of the 13F portfolio, value $940,112.

    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 5,091 shares
    Change vs previous 13F +631 shares

    0.4% of the 13F portfolio, value $914,512.

    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 4,460 shares
    Change vs previous 13F -1,624 shares

    0.4% of the 13F portfolio, value $770,504.

    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 6,084 shares
    Change vs previous 13F -1,489 shares

    0.54% of the 13F portfolio, value $1,030,019.

    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 7,573 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,321,868.

    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).