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ASHTON THOMAS SECURITIES, LLC: OTIS position timeline

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

ASHTON THOMAS SECURITIES, LLC held 27,089 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,089 shares
    Change vs previous 13F -7,683 shares

    0.29% of the 13F portfolio, value $1,937,675.

    13F-HR 0001398344-26-012718 filed by ASHTON THOMAS SECURITIES, 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 34,772 shares
    Change vs previous 13F +8,310 shares

    0.34% of the 13F portfolio, value $2,680,187.

    13F-HR 0001398344-26-009338 filed by ASHTON THOMAS SECURITIES, 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 26,462 shares
    Change vs previous 13F +7,216 shares

    0.44% of the 13F portfolio, value $2,317,439.

    13F-HR 0001398344-26-001794 filed by ASHTON THOMAS SECURITIES, 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 19,246 shares
    Change vs previous 13F +19,246 shares

    0.25% of the 13F portfolio, value $1,759,662.

    13F-HR 0001398344-25-019845 filed by ASHTON THOMAS SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -281 shares

    13F-HR 0001398344-25-002447 filed by ASHTON THOMAS SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 281 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,207.

    13F-HR 0001398344-24-019908 filed by ASHTON THOMAS SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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