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Disclosery

Brown Shipley& Co Ltd: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brown Shipley& Co Ltd on OTIS, newest first. How the timeline and the estimate are built.

Brown Shipley& Co Ltd held 11,548 OTIS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,548 shares
    Change vs previous 13F -19,037 shares

    0.36% of the 13F portfolio, value $742,767.

    13F-HR 0001912970-26-000004 filed by Brown Shipley& Co Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,585 shares
    Change vs previous 13F +1,278 shares

    1.13% of the 13F portfolio, value $2,189,886.

    13F-HR 0001912970-26-000003 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,307 shares
    Change vs previous 13F -705 shares

    1.36% of the 13F portfolio, value $2,258,984.

    13F-HR 0001912970-26-000002 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,012 shares
    Change vs previous 13F -1,833 shares

    1.4% of the 13F portfolio, value $2,621,548.

    13F-HR 0001912970-26-000001 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,845 shares
    Change vs previous 13F -11,698 shares

    1.54% of the 13F portfolio, value $2,911,588.

    13F-HR 0001912970-25-000005 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,543 shares
    Change vs previous 13F -645 shares

    2.37% of the 13F portfolio, value $4,311,628.

    13F-HR 0001912970-25-000004 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 44,188 shares
    Change vs previous 13F -1,207 shares

    2.58% of the 13F portfolio, value $4,560,202.

    13F-HR 0001912970-25-000002 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 45,395 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $4,204,031.

    13F-HR 0001912970-25-000001 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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