PATRICK M SWEENEY & ASSOCIATES, INC: O position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRICK M SWEENEY & ASSOCIATES, INC on O, newest first. How the timeline and the estimate are built.

PATRICK M SWEENEY & ASSOCIATES, INC held 3,808 O shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 3,808 shares
Change vs previous 13F +4 shares
0.14% of the 13F portfolio, value $235,928.
13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,804 shares
Change vs previous 13F +3 shares
0.15% of the 13F portfolio, value $232,737.
13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,801 shares
Change vs previous 13F +164 shares
0.13% of the 13F portfolio, value $214,242.
13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,637 shares
Change vs previous 13F +119 shares
0.14% of the 13F portfolio, value $221,084.
13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,518 shares
Change vs previous 13F +3,518 shares
0.14% of the 13F portfolio, value $202,929.
13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -3,348 shares
13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 3,348 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $212,318.
13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).