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Disclosery

OTA Financial Group L.P.: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OTA Financial Group L.P. on CEF, newest first. How the timeline and the estimate are built.

OTA Financial Group L.P. held 0 CEF shares at 2022-09-30 per its 13F-HR filed 2022-10-17.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 0 shares
    Change vs previous 13F -37,820 shares

    13F-HR 0001317346-22-000009 filed by OTA Financial Group L.P.
    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 ended2022-06-30
    13F 37,820 shares
    Change vs previous 13F +37,820 shares

    0.3% of the 13F portfolio, value $636,000.

    13F-HR 0001425475-22-000005 filed by OTA Financial Group L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -85,467 shares

    13F-HR 0001425475-22-000002 filed by OTA Financial Group L.P.
    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.

  4. period ended2021-12-31
    13F 85,467 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,516,000.

    13F-HR 0001317346-22-000005 filed by OTA Financial Group L.P.
    Filed (acceptance time not in the bulk data set), ingested

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