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Disclosery

CX Institutional: OTIS position timeline

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

CX Institutional held 4,200 OTIS shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,200 shares
    Change vs previous 13F -2,686 shares

    0.01% of the 13F portfolio, value $270,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,886 shares
    Change vs previous 13F +2,213 shares

    0.01% of the 13F portfolio, value $493,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    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 4,673 shares
    Change vs previous 13F -575 shares

    0.01% of the 13F portfolio, value $360,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    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 5,248 shares
    Change vs previous 13F -505 shares

    0.01% of the 13F portfolio, value $458,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    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 5,753 shares
    Change vs previous 13F +1,430 shares

    0.02% of the 13F portfolio, value $526,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    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/A 4,323 shares
    Change vs previous 13F -99 shares

    0.01% of the 13F portfolio, value $428,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    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 4,422 shares
    Change vs previous 13F +576 shares

    0.02% of the 13F portfolio, value $456,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    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 3,846 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $356,267.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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