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Disclosery

OTA Financial Group L.P.: SCHZ position timeline

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

OTA Financial Group L.P. held 0 SCHZ 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 -33,869 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 33,869 shares
    Change vs previous 13F +8,863 shares

    1.4% of the 13F portfolio, value $1,588,000.

    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 25,006 shares
    Change vs previous 13F -65,707 shares

    1.14% of the 13F portfolio, value $1,141,000.

    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 ended2022-09-30
    13F 90,713 shares
    Change vs previous 13F -91,217 shares

    3.53% of the 13F portfolio, value $4,110,000.

    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).

  5. period ended2022-06-30
    13F 181,930 shares
    Change vs previous 13F +181,930 shares

    4.17% of the 13F portfolio, value $8,708,000.

    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).

  6. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F -27,459 shares

    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).

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

  7. period ended2021-09-30
    13F 27,459 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $1,489,000.

    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).