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Disclosery

CHOREO, LLC: OTIS position timeline

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

CHOREO, LLC held 26,685 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,685 shares
    Change vs previous 13F +11,017 shares

    0.02% of the 13F portfolio, value $1,910,603.

    13F-HR 0001214659-26-009507 filed by CHOREO, LLC
    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 15,668 shares
    Change vs previous 13F +618 shares

    0.01% of the 13F portfolio, value $1,207,645.

    13F-HR 0001214659-26-006019 filed by CHOREO, LLC
    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 15,050 shares
    Change vs previous 13F -431 shares

    0.02% of the 13F portfolio, value $1,324,530.

    13F-HR 0001214659-26-000775 filed by CHOREO, LLC
    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 15,481 shares
    Change vs previous 13F -2,898 shares

    0.02% of the 13F portfolio, value $1,415,472.

    13F-HR 0001214659-25-016169 filed by CHOREO, LLC
    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 18,379 shares
    Change vs previous 13F -132 shares

    0.03% of the 13F portfolio, value $1,819,874.

    13F-HR 0001214659-25-011879 filed by CHOREO, LLC
    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 18,511 shares
    Change vs previous 13F +884 shares

    0.03% of the 13F portfolio, value $1,910,359.

    13F-HR 0001214659-25-006995 filed by CHOREO, LLC
    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 17,627 shares
    Change vs previous 13F -1,071 shares

    0.02% of the 13F portfolio, value $1,631,962.

    13F-HR 0001214659-25-001353 filed by CHOREO, LLC
    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 18,698 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,940,337.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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