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Disclosery

Moloney Securities Asset Management, LLC: OTEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moloney Securities Asset Management, LLC on OTEX, newest first. How the timeline and the estimate are built.

Moloney Securities Asset Management, LLC held 0 OTEX shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -12,040 shares

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 12,040 shares
    Change vs previous 13F -4,405 shares

    0.04% of the 13F portfolio, value $304,130.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 16,445 shares
    Change vs previous 13F -63,983 shares

    0.06% of the 13F portfolio, value $465,721.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 80,428 shares
    Change vs previous 13F +3,910 shares

    0.36% of the 13F portfolio, value $2,676,637.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 76,518 shares
    Change vs previous 13F -9,565 shares

    0.33% of the 13F portfolio, value $2,298,592.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 86,083 shares
    Change vs previous 13F -978 shares

    0.5% of the 13F portfolio, value $3,342,603.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 87,061 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,658,303.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).