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Disclosery

Allied Investment Advisors, LLC: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allied Investment Advisors, LLC on OTIS, newest first. How the timeline and the estimate are built.

Allied Investment Advisors, LLC held 166,248 OTIS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 166,248 shares
    Change vs previous 13F +15,713 shares

    1.01% of the 13F portfolio, value $10,693,071.

    13F-HR 0001729869-26-000006 filed by Allied Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 150,535 shares
    Change vs previous 13F +17,557 shares

    1.35% of the 13F portfolio, value $10,778,306.

    13F-HR 0001729869-26-000004 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 132,978 shares
    Change vs previous 13F +8,500 shares

    1.47% of the 13F portfolio, value $10,249,944.

    13F-HR 0001729869-26-000003 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 124,478 shares
    Change vs previous 13F +5,717 shares

    1.68% of the 13F portfolio, value $10,873,153.

    13F-HR 0001729869-26-000001 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 118,761 shares
    Change vs previous 13F +6,770 shares

    1.73% of the 13F portfolio, value $10,858,318.

    13F-HR 0001729869-25-000009 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 111,991 shares
    Change vs previous 13F +2,661 shares

    1.94% of the 13F portfolio, value $11,089,349.

    13F-HR 0001729869-25-000006 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 109,330 shares
    Change vs previous 13F +6,230 shares

    2.14% of the 13F portfolio, value $11,282,856.

    13F-HR 0001729869-25-000004 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 103,100 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $9,548,091.

    13F-HR 0001729869-25-000002 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).