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Disclosery

D.A. DAVIDSON & CO.: OTIS position timeline

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

D.A. DAVIDSON & CO. held 51,236 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,236 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $3,668,503.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 51,364 shares
    Change vs previous 13F -710 shares

    0.02% of the 13F portfolio, value $3,959,177.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 52,074 shares
    Change vs previous 13F -1,977 shares

    0.03% of the 13F portfolio, value $4,548,693.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 54,051 shares
    Change vs previous 13F -1,682 shares

    0.03% of the 13F portfolio, value $4,941,895.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 55,733 shares
    Change vs previous 13F +920 shares

    0.04% of the 13F portfolio, value $5,518,771.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 54,813 shares
    Change vs previous 13F +41,363 shares

    0.05% of the 13F portfolio, value $5,656,713.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 13,450 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $1,245,665.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 13,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,402,178.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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