Skip to content
Disclosery

OTA Financial Group L.P.: PHYS position timeline

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

OTA Financial Group L.P. held 0 PHYS shares at 2023-03-31 per its 13F-HR filed 2023-05-04.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F -892,993 shares

    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).

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

  2. period ended2022-12-31
    13F 892,993 shares
    Change vs previous 13F -445,679 shares

    12.56% of the 13F portfolio, value $12,591,000.

    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).

  3. period ended2022-09-30
    13F 1,338,672 shares
    Change vs previous 13F +1,050,619 shares

    14.71% of the 13F portfolio, value $17,135,000.

    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).

  4. period ended2022-06-30
    13F 288,053 shares
    Change vs previous 13F +288,053 shares

    1.96% of the 13F portfolio, value $4,084,000.

    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).

  5. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -532,340 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.

  6. period ended2021-12-31
    13F 532,340 shares
    Change vs previous 13F +194,067 shares

    5.23% of the 13F portfolio, value $7,644,000.

    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 338,273 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $4,668,000.

    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).