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ODonnell Financial Services, LLCETFConcentrated trader

CIK: 0001730962 | SAN RAFAEL, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR74$339.8M2026-08-12SEC ↗
Q1 2026
13F-HR64$290.3M2026-05-08SEC ↗
Q4 2025
13F-HR54$292.5M2026-01-29SEC ↗
Q3 2025
13F-HR55$281.2M2025-11-10SEC ↗
Q2 2025
13F-HR50$260.6M2025-07-29SEC ↗
Q1 2025
13F-HR49$242.3M2025-05-05SEC ↗
Q4 2024
13F-HR38$238.9M2025-01-24SEC ↗
Q3 2024
13F-HR43$246.1M2024-10-22SEC ↗
Q2 2024
13F-HR38$225.1M2024-07-30SEC ↗
Q1 2024
13F-HR39$218.5M2024-04-23SEC ↗
Q4 2023
13F-HR36$199.5M2024-02-02SEC ↗
Q3 2023
13F-HR29$179.8M2023-10-19SEC ↗
Q2 2023
13F-HR24$165.5M2023-08-08SEC ↗
Q1 2023
13F-HR20$56.1M2023-04-20SEC ↗
Q4 2022
13F-HR16$10.9M2023-02-09SEC ↗
Q3 2022
13F-HR23$503.2K2022-10-27SEC ↗
Q2 2022
13F-HR35$725.5K2022-07-27SEC ↗
Q1 2022
13F-HR40$219.7K2022-05-04SEC ↗
Q4 2021
13F-HR43$216.5K2022-02-02SEC ↗
Q3 2021
13F-HR49$1.6M2021-10-29SEC ↗