O'Connor Financial Group LLC has filed its quarterly report on institutional holdings, providing insights into its investment strategies as of September 30, 2026. This filing is crucial as it helps the company and its stakeholders understand its financial positioning in a competitive market.
Background
O'Connor Financial Group LLC is an institutional investment manager based in Quincy, Illinois. The company focuses on managing assets for various clients, including individuals and institutions. The latest filing, dated October 26, 2026, is a Form 13F-HR, which reports the holdings of institutional investment managers. The firm has been active in filing reports regularly, with its recent filings including multiple 13F-HR submissions.
What the Filing Says
The filing, accession number 0001973783-26-000009, indicates that O'Connor Financial Group has provided a comprehensive overview of its holdings as of the end of September 2026. Details regarding specific investments or changes in the portfolio were not disclosed in the filing.
Impact
This update may affect various stakeholders, including current and potential investors, analysts, and competitors within the financial services industry. By revealing its holdings, O'Connor Financial Group allows others to gauge its investment approach and market positioning.
What's Next
The filing does not say what happens next.
Filing Details
The filing was accepted on October 26, 2026, and it reports on the period ending September 30, 2026. O'Connor Financial Group LLC submitted two documents as part of this filing, which include the primary document and an information table detailing their holdings.
Company Information
O'Connor Financial Group LLC is registered with the Central Index Key (CIK) number 0001973783. The firm has an Employer Identification Number (EIN) of 202911209 and is incorporated in Illinois. Its fiscal year ends on December 31st.
Contact Information
The company’s mailing and business address is 511 Maine Street, Quincy, IL 62301. They can be contacted at the phone number 217-223-0113.
Missing Information
The filing does not include specific details about the individual securities held by O'Connor Financial Group LLC, nor does it provide insights into any changes in their investment strategy or portfolio composition during the reporting period.