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Disclosery

BOSTON FAMILY OFFICE LLC: OTIS position timeline

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

BOSTON FAMILY OFFICE LLC held 2,967 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,967 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $212,000.

    13F-HR 0001039807-26-000006 filed by BOSTON FAMILY OFFICE 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 2,967 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $229,000.

    13F-HR 0001039807-26-000004 filed by BOSTON FAMILY OFFICE 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 2,942 shares
    Change vs previous 13F -520 shares

    0.02% of the 13F portfolio, value $257,000.

    13F-HR 0001039807-26-000002 filed by BOSTON FAMILY OFFICE 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 3,462 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $317,000.

    13F-HR 0001039807-25-000013 filed by BOSTON FAMILY OFFICE 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 3,462 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $343,000.

    13F-HR 0001039807-25-000006 filed by BOSTON FAMILY OFFICE 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 3,462 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $357,000.

    13F-HR 0001039807-25-000004 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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