BRADLEY FOSTER & SARGENT INC/CT: OTIS position timeline

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

BRADLEY FOSTER & SARGENT INC/CT held 42,289 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 42,289 shares
Change vs previous 13F -3,193 shares
0.04% of the 13F portfolio, value $3,027,867.
13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 45,482 shares
Change vs previous 13F -2,189 shares
0.05% of the 13F portfolio, value $3,505,774.
13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 47,671 shares
Change vs previous 13F -2,761 shares
0.06% of the 13F portfolio, value $4,164,100.
13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 50,432 shares
Change vs previous 13F -2,798 shares
0.07% of the 13F portfolio, value $4,610,977.
13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 53,230 shares
Change vs previous 13F -10,276 shares
0.08% of the 13F portfolio, value $5,270,844.
13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 63,506 shares
Change vs previous 13F -1,137 shares
0.11% of the 13F portfolio, value $6,553,865.
13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 64,643 shares
Change vs previous 13F -626 shares
0.1% of the 13F portfolio, value $5,986,572.
13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 65,269 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $6,784,079.
13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).