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Beacon Pointe Advisors, LLC: OTIS position timeline

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

Beacon Pointe Advisors, LLC held 21,920 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,920 shares
    Change vs previous 13F -32 shares

    0.01% of the 13F portfolio, value $1,569,738.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 21,952 shares
    Change vs previous 13F +7,258 shares

    0.01% of the 13F portfolio, value $1,692,067.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 14,694 shares
    Change vs previous 13F -8,369 shares

    0.01% of the 13F portfolio, value $1,283,498.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 23,063 shares
    Change vs previous 13F +1,769 shares

    0.02% of the 13F portfolio, value $2,108,686.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 21,294 shares
    Change vs previous 13F +6,462 shares

    0.02% of the 13F portfolio, value $2,108,568.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 14,832 shares
    Change vs previous 13F -706 shares

    0.02% of the 13F portfolio, value $1,530,705.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 15,538 shares
    Change vs previous 13F +1,429 shares

    0.02% of the 13F portfolio, value $1,438,963.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 14,109 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,466,541.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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