SEC 13F Intelligence

Ota Financial Group L.P. / NBXG

Ota Financial Group L.P.’s Neuberger Next Generation Position

Does Ota Financial Group L.P. own Neuberger Next Generation (NBXG)? Not currently — the last reported position was 139.3K shares worth $1M in Q4 2022; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$1M
Q4 2022
Shares
139.3K
% of Portfolio
+1.26%
Quarters Held
1
position exited

Position History NBXG

Reported value by quarter
Q4 ’22: $1MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022139.3K$1M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of NBXG.