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Disclosery

Carnegie Investment Counsel: OTIS position timeline

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

Carnegie Investment Counsel held 97,780 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,780 shares
    Change vs previous 13F -135,794 shares

    0.14% of the 13F portfolio, value $7,001,016.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 233,574 shares
    Change vs previous 13F -6,448 shares

    0.35% of the 13F portfolio, value $18,003,883.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 240,022 shares
    Change vs previous 13F +5,654 shares

    0.39% of the 13F portfolio, value $20,965,921.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 234,368 shares
    Change vs previous 13F +38,931 shares

    0.4% of the 13F portfolio, value $21,428,233.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 195,437 shares
    Change vs previous 13F +1,964 shares

    0.39% of the 13F portfolio, value $19,352,136.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 193,473 shares
    Change vs previous 13F +799 shares

    0.42% of the 13F portfolio, value $17,802,653.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 192,674 shares
    Change vs previous 13F +2,353 shares

    0.51% of the 13F portfolio, value $17,843,583.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 190,321 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $19,782,024.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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