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Disclosery

Basepoint Wealth LLC: OTIS position timeline

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

Basepoint Wealth LLC held 526 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 526 shares
    Change vs previous 13F -96 shares

    0.02% of the 13F portfolio, value $37,681.

    13F-HR 0002088236-26-000003 filed by Basepoint Wealth 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 622 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $47,913.

    13F-HR 0002088236-26-000002 filed by Basepoint Wealth 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 601 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $52,552.

    13F-HR 0002088236-26-000001 filed by Basepoint Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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