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Disclosery

Allworth Financial LP: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on OTIS, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 43,593 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,593 shares
    Change vs previous 13F +7,606 shares

    0.01% of the 13F portfolio, value $3,121,227.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 35,987 shares
    Change vs previous 13F +4,931 shares

    0.01% of the 13F portfolio, value $2,773,900.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 31,056 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $2,712,710.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 31,506 shares
    Change vs previous 13F -2,299 shares

    0.01% of the 13F portfolio, value $2,880,548.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 33,805 shares
    Change vs previous 13F +1,447 shares

    0.02% of the 13F portfolio, value $3,347,419.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 32,358 shares
    Change vs previous 13F +4,234 shares

    0.02% of the 13F portfolio, value $3,000,837.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 28,124 shares
    Change vs previous 13F +23,654 shares

    0.01% of the 13F portfolio, value $2,682,770.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $464,654.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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