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Disclosery

NorthRock Partners, LLC: OTF position timeline

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

NorthRock Partners, LLC held 80,772 OTF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,772 shares
    Change vs previous 13F -1,052 shares

    0.01% of the 13F portfolio, value $835,990.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 81,824 shares
    Change vs previous 13F -27,001 shares

    0.02% of the 13F portfolio, value $1,013,811.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 108,825 shares
    Change vs previous 13F +94,197 shares

    0.03% of the 13F portfolio, value $1,582,328.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 14,628 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,155.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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