SEC 13F Intelligence

O'connor Financial Group LLC / LDUR

O'connor Financial Group LLC’s Pimco Etf Tr Position

Does O'connor Financial Group LLC own Pimco Etf Tr (LDUR)? Yes231.3K shares worth $22M (+9.07% of its 13F portfolio) as of Q1 2026, down from 231.4K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
231.3K
% of Portfolio
+9.07%
Quarters Held
13
currently held

Position History LDUR

Reported value by quarter
Q1 ’23: $14MQ1 ’23Q2 ’23: $15MQ3 ’23: $16MQ3 ’23Q4 ’23: $16MQ1 ’24: $17MQ1 ’24Q2 ’24: $18MQ3 ’24: $19MQ3 ’24Q4 ’24: $19MQ1 ’25: $20MQ1 ’25Q2 ’25: $21MQ3 ’25: $21MQ3 ’25Q4 ’25: $22MQ1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026231.3K$22M+9.07%
Q4 2025231.4K$22M+8.87%
Q3 2025219.8K$21M+8.86%
Q2 2025215.6K$21M+9.06%
Q1 2025207.0K$20M+10.33%
Q4 2024202.2K$19M+10.03%
Q3 2024196.0K$19M+9.88%
Q2 2024185.1K$18M+10.19%
Q1 2024181.9K$17M+10.28%
Q4 2023172.5K$16M+10.10%
Q3 2023167.4K$16M+10.75%
Q2 2023161.5K$15M+10.44%
Q1 2023144.8K$14M+10.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of LDUR.