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CLIFFORD SWAN INVESTMENT COUNSEL LLC: OTIS position timeline

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

CLIFFORD SWAN INVESTMENT COUNSEL LLC held 105,779 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,779 shares
    Change vs previous 13F +14,787 shares

    0.24% of the 13F portfolio, value $7,573,776.

    13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 90,992 shares
    Change vs previous 13F +49,054 shares

    0.24% of the 13F portfolio, value $7,013,663.

    13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 41,938 shares
    Change vs previous 13F -1,314 shares

    0.12% of the 13F portfolio, value $3,663,284.

    13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 43,252 shares
    Change vs previous 13F -603 shares

    0.13% of the 13F portfolio, value $3,954,530.

    13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 43,855 shares
    Change vs previous 13F -261 shares

    0.15% of the 13F portfolio, value $4,342,522.

    13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 44,116 shares
    Change vs previous 13F +176 shares

    0.17% of the 13F portfolio, value $4,552,771.

    13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 43,940 shares
    Change vs previous 13F -646 shares

    0.15% of the 13F portfolio, value $4,069,283.

    13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 44,586 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,634,269.

    13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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