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Disclosery

CAPTRUST FINANCIAL ADVISORS: OTIS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 94,934 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,934 shares
    Change vs previous 13F +1,112 shares

    0.01% of the 13F portfolio, value $6,797,266.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 93,822 shares
    Change vs previous 13F -5,396 shares

    0.01% of the 13F portfolio, value $7,231,702.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 99,218 shares
    Change vs previous 13F -1,165 shares

    0.02% of the 13F portfolio, value $8,666,707.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 100,383 shares
    Change vs previous 13F +5,715 shares

    0.02% of the 13F portfolio, value $9,178,009.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 94,668 shares
    Change vs previous 13F +7,919 shares

    0.02% of the 13F portfolio, value $9,373,981.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 86,749 shares
    Change vs previous 13F +49,715 shares

    0.02% of the 13F portfolio, value $8,952,533.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,034 shares
    Change vs previous 13F -2,129 shares

    0.01% of the 13F portfolio, value $3,429,700.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 39,163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,070,651.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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