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Disclosery

OTA Financial Group L.P.: PAA position timeline

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

OTA Financial Group L.P. held 0 PAA shares at 2023-06-30 per its 13F-HR filed 2023-08-17.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -110,127 shares

    13F-HR 0001317346-23-000010 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 ended2023-03-31
    13F 110,127 shares
    Change vs previous 13F +18,338 shares

    1.21% of the 13F portfolio, value $1,373,000.

    13F-HR 0001317346-23-000007 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 ended2022-12-31
    13F 91,789 shares
    Change vs previous 13F +91,789 shares

    1.08% of the 13F portfolio, value $1,079,000.

    13F-HR 0001317346-23-000003 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).

  4. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -188,402 shares

    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).

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

  5. period ended2022-03-31
    13F 188,402 shares
    Change vs previous 13F +66,516 shares

    1.29% of the 13F portfolio, value $2,027,000.

    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).

  6. period ended2021-12-31
    13F 121,886 shares
    Change vs previous 13F -122,717 shares

    0.78% of the 13F portfolio, value $1,138,000.

    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).

  7. period ended2021-09-30
    13F 244,603 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $2,487,000.

    13F-HR 0001317346-21-000012 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).