ODonnell Financial Services, LLC

Business address
1101 Fifth St. Suite 150, San Rafael, CA, 94901
Top securities (13F)
SPLG, DSTL, RDVY, MGK, FTGS, EFA, QQQ, FDD, GOLY, AAPL, PTBD, SPMD, COWZ, KAPR, GFEB, QMAR, PTNQ, PTMC, KLAC, and PSFF
State of incorporation
CA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
ODonnell Financial Services, LLC has filed 19 SEC EDGAR filings since 29 Oct 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-21386
N-PX Open Document Open Filing 25 Aug 2025 30 Jun 2025 028-21386
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-21386
13F-HR Open Document Open Filing 05 May 2025 31 Mar 2025 028-21386
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-21386
13F-HR Open Document Open Filing 22 Oct 2024 30 Sep 2024 028-21386
N-PX Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-21386
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-21386
13F-HR Open Document Open Filing 23 Apr 2024 31 Mar 2024 028-21386
13F-HR Open Document Open Filing 02 Feb 2024 31 Dec 2023 028-21386
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-21386
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-21386
13F-HR Open Document Open Filing 20 Apr 2023 31 Mar 2023 028-21386
13F-HR Open Document Open Filing 09 Feb 2023 31 Dec 2022 028-21386
13F-HR Open Document Open Filing 27 Oct 2022 30 Sep 2022 028-21386
13F-HR Open Document Open Filing 27 Jul 2022 30 Jun 2022 028-21386
13F-HR Open Document Open Filing 04 May 2022 31 Mar 2022 028-21386
13F-HR Open Document Open Filing 02 Feb 2022 31 Dec 2021 028-21386
13F-HR Open Document Open Filing 29 Oct 2021 30 Sep 2021 028-21386