COERENTE CAPITAL MANAGEMENT: OTIS position timeline

COERENTE CAPITAL MANAGEMENT held 209,885 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 209,885 shares

   Change vs previous 13F -18,029 shares

   2.77% of the 13F portfolio, value $15,027,766.

   13F-HR 0001860790-26-000003 filed by COERENTE CAPITAL MANAGEMENT
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 227,914 shares

   Change vs previous 13F +47,848 shares

   3.27% of the 13F portfolio, value $17,567,611.

   13F-HR 0001860790-26-000002 filed by COERENTE CAPITAL MANAGEMENT
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 180,066 shares

   Change vs previous 13F +18,038 shares

   2.87% of the 13F portfolio, value $15,728,765.

   13F-HR 0001860790-26-000001 filed by COERENTE CAPITAL MANAGEMENT
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 162,028 shares

   Change vs previous 13F +53,049 shares

   2.63% of the 13F portfolio, value $14,814,220.

   13F-HR 0001860790-25-000006 filed by COERENTE CAPITAL MANAGEMENT
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 108,979 shares

   Change vs previous 13F not available

   1.98% of the 13F portfolio, value $10,791,100.

   13F-HR 0001860790-25-000004 filed by COERENTE CAPITAL MANAGEMENT
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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