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Disclosery

BAILARD, INC.: OTIS position timeline

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

BAILARD, INC. held 16,100 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,100 shares
    Change vs previous 13F -3,040 shares

    0.02% of the 13F portfolio, value $1,152,760.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    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 19,140 shares
    Change vs previous 13F -550 shares

    0.03% of the 13F portfolio, value $1,475,311.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    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 19,690 shares
    Change vs previous 13F +154 shares

    0.04% of the 13F portfolio, value $1,719,922.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    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 19,536 shares
    Change vs previous 13F -137 shares

    0.04% of the 13F portfolio, value $1,786,176.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    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 19,673 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,948,020.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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