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Disclosery

AMG National Trust Bank: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMG National Trust Bank on OTIS, newest first. How the timeline and the estimate are built.

AMG National Trust Bank held 13,099 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,099 shares
    Change vs previous 13F -5,591 shares

    0.02% of the 13F portfolio, value $937,888.

    13F-HR 0001388829-26-000004 filed by AMG National Trust Bank
    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 18,690 shares
    Change vs previous 13F +103 shares

    0.03% of the 13F portfolio, value $1,440,625.

    13F-HR 0001388829-26-000002 filed by AMG National Trust Bank
    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 18,587 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $1,623,574.

    13F-HR 0001388829-26-000001 filed by AMG National Trust Bank
    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 18,581 shares
    Change vs previous 13F -5,006 shares

    0.04% of the 13F portfolio, value $1,698,861.

    13F-HR 0001388829-25-000005 filed by AMG National Trust Bank
    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 23,587 shares
    Change vs previous 13F +40 shares

    0.06% of the 13F portfolio, value $2,335,585.

    13F-HR 0001085146-25-004480 filed by AMG National Trust Bank
    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 23,547 shares
    Change vs previous 13F -183 shares

    0.07% of the 13F portfolio, value $2,430,050.

    13F-HR 0001085146-25-002594 filed by AMG National Trust Bank
    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 23,730 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $2,197,635.

    13F-HR 0001085146-25-000866 filed by AMG National Trust Bank
    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 23,732 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,466,704.

    13F-HR 0001085146-24-005401 filed by AMG National Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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