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Disclosery

Connecticut Wealth Management, LLC: OTIS position timeline

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

Connecticut Wealth Management, LLC held 94,373 OTIS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 94,373 shares
    Change vs previous 13F -289 shares

    0.22% of the 13F portfolio, value $6,070,093.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 94,662 shares
    Change vs previous 13F -2,949 shares

    0.25% of the 13F portfolio, value $6,777,818.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 97,611 shares
    Change vs previous 13F -5,913 shares

    0.32% of the 13F portfolio, value $7,523,835.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 103,524 shares
    Change vs previous 13F -749 shares

    0.39% of the 13F portfolio, value $9,042,796.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 104,273 shares
    Change vs previous 13F -765 shares

    0.42% of the 13F portfolio, value $9,533,660.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 105,038 shares
    Change vs previous 13F +101 shares

    0.5% of the 13F portfolio, value $10,400,829.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 104,937 shares
    Change vs previous 13F +4,045 shares

    0.57% of the 13F portfolio, value $10,829,501.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 100,892 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $9,343,583.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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