Checchi Capital Advisers, LLC: OTIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Checchi Capital Advisers, LLC on OTIS, newest first. How the timeline and the estimate are built.
Checchi Capital Advisers, LLC held 3,612 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 3,612 sharesChange vs previous 13F -877 shares
0.02% of the 13F portfolio, value $258,640.
13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,489 sharesChange vs previous 13F +442 shares
0.02% of the 13F portfolio, value $345,996.
13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,047 sharesChange vs previous 13F +14 shares
0.02% of the 13F portfolio, value $353,488.
13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,033 sharesChange vs previous 13F -567 shares
0.03% of the 13F portfolio, value $368,764.
13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,600 sharesChange vs previous 13F -483 shares
0.03% of the 13F portfolio, value $455,521.
13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,083 sharesChange vs previous 13F +18 shares
0.04% of the 13F portfolio, value $524,570.
13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,065 sharesChange vs previous 13F +31 shares
0.04% of the 13F portfolio, value $469,074.
13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,034 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $523,239.
13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).