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Disclosery

ODonnell Financial Services, LLC: FDD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ODonnell Financial Services, LLC on FDD, newest first. How the timeline and the estimate are built.

ODonnell Financial Services, LLC held 958,425 FDD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 958,425 shares
    Change vs previous 13F +64,962 shares

    5.23% of the 13F portfolio, value $17,778,784.

    13F-HR 0001730962-26-000004 filed by ODonnell Financial Services, 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 893,463 shares
    Change vs previous 13F +19,451 shares

    5.47% of the 13F portfolio, value $15,892,201.

    13F-HR 0001730962-26-000002 filed by ODonnell Financial Services, 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 874,012 shares
    Change vs previous 13F +46,011 shares

    5.23% of the 13F portfolio, value $15,295,210.

    13F-HR 0001730962-26-000001 filed by ODonnell Financial Services, 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 828,001 shares
    Change vs previous 13F +80,484 shares

    4.76% of the 13F portfolio, value $13,372,216.

    13F-HR 0001730962-25-000005 filed by ODonnell Financial Services, 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 747,517 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $11,616,414.

    13F-HR 0001085146-25-004261 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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