Skip to content
Disclosery

Applied Finance Capital Management, LLC: OTIS position timeline

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

Applied Finance Capital Management, LLC held 12,028 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,028 shares
    Change vs previous 13F -1,348 shares

    0.06% of the 13F portfolio, value $861,205.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
    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 13,376 shares
    Change vs previous 13F +428 shares

    0.08% of the 13F portfolio, value $1,031,022.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, LLC
    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 12,948 shares
    Change vs previous 13F +4,714 shares

    0.08% of the 13F portfolio, value $1,131,008.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,234 shares
    Change vs previous 13F -1,296 shares

    0.05% of the 13F portfolio, value $752,835.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,530 shares
    Change vs previous 13F -465 shares

    0.06% of the 13F portfolio, value $943,661.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,995 shares
    Change vs previous 13F +301 shares

    0.08% of the 13F portfolio, value $1,031,484.

    13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, LLC
    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 9,694 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $897,761.

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 9,694 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,007,594.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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