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Disclosery

Clearstead Advisors, LLC: OTIS position timeline

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

Clearstead Advisors, LLC held 12,137 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,137 shares
    Change vs previous 13F +575 shares

    0.01% of the 13F portfolio, value $869,030.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 11,562 shares
    Change vs previous 13F -2,521 shares

    0.01% of the 13F portfolio, value $891,196.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 14,083 shares
    Change vs previous 13F +1,705 shares

    0.02% of the 13F portfolio, value $1,230,177.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 12,378 shares
    Change vs previous 13F +1,709 shares

    0.02% of the 13F portfolio, value $1,131,715.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 10,669 shares
    Change vs previous 13F +1,068 shares

    0.01% of the 13F portfolio, value $1,056,467.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 9,601 shares
    Change vs previous 13F -73 shares

    0.02% of the 13F portfolio, value $990,819.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 9,674 shares
    Change vs previous 13F -1,118 shares

    0.01% of the 13F portfolio, value $895,870.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 10,792 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,121,708.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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