Position in OTTR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$907,178
-$426,187 QoQ
Shares Held
10,082
-38.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 358 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Jefferies Financial Group Inc. holds $11,694,236 across 4 Conglomerates names. OTTR ranks #2 (7.8% of the industry book) .
All Filings in OTTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,178 | 10,082 | Shares | Defined | 2026-08-17 | |
| 2025-12-31 | $1,333,365 | 16,500 | Shares | Defined | 2026-02-09 | |
| 2025-03-31 | $1,615,437 | 20,100 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,999,233 | 40,618 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $2,211,928 | 28,300 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $1,802,893 | 21,218 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||