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Cetera Investment Advisers: OTIS position timeline

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

Cetera Investment Advisers held 114,287 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 114,287 shares
    Change vs previous 13F +43,605 shares

    0.01% of the 13F portfolio, value $8,182,939.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 70,682 shares
    Change vs previous 13F +4,329 shares

    0.01% of the 13F portfolio, value $5,448,170.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 66,353 shares
    Change vs previous 13F +1,846 shares

    0.01% of the 13F portfolio, value $5,795,938.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 64,507 shares
    Change vs previous 13F +21,886 shares

    0.01% of the 13F portfolio, value $5,897,876.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 42,621 shares
    Change vs previous 13F -79 shares

    0.01% of the 13F portfolio, value $4,220,293.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 42,700 shares
    Change vs previous 13F -4,097 shares

    0.01% of the 13F portfolio, value $4,406,580.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 46,797 shares
    Change vs previous 13F +1,943 shares

    0.01% of the 13F portfolio, value $4,333,875.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 44,854 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,662,151.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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