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Disclosery

NewEdge Advisors, LLC: OTTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on OTTR, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 17,147 OTTR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,147 shares
    Change vs previous 13F +834 shares

    <0.01% of the 13F portfolio, value $1,542,847.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F/A 16,313 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $1,431,799.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 16,231 shares
    Change vs previous 13F -739 shares

    <0.01% of the 13F portfolio, value $1,311,657.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,970 shares
    Change vs previous 13F -3,407 shares

    0.01% of the 13F portfolio, value $1,391,048.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,377 shares
    Change vs previous 13F -1,125 shares

    0.01% of the 13F portfolio, value $1,570,887.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,502 shares
    Change vs previous 13F +4,311 shares

    0.01% of the 13F portfolio, value $1,728,138.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 17,191 shares
    Change vs previous 13F +6,649 shares

    0.01% of the 13F portfolio, value $1,269,381.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,542 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $823,979.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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