Skip to content
Disclosery

DAVIDSON INVESTMENT ADVISORS: OTIS position timeline

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

DAVIDSON INVESTMENT ADVISORS held 262,612 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,612 shares
    Change vs previous 13F -33,062 shares

    0.77% of the 13F portfolio, value $18,803,000.

    13F-HR 0001140771-26-000005 filed by DAVIDSON INVESTMENT ADVISORS
    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/A 295,674 shares
    Change vs previous 13F +7,106 shares

    0.98% of the 13F portfolio, value $22,790,552.

    13F-HR/A 0001140771-26-000004 filed by DAVIDSON INVESTMENT ADVISORS
    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 288,568 shares
    Change vs previous 13F +650 shares

    1.05% of the 13F portfolio, value $25,206,415.

    13F-HR 0001140771-26-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 287,918 shares
    Change vs previous 13F +108,759 shares

    1.12% of the 13F portfolio, value $26,324,343.

    13F-HR 0001140771-25-000008 filed by DAVIDSON INVESTMENT ADVISORS
    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 179,159 shares
    Change vs previous 13F +2,093 shares

    0.8% of the 13F portfolio, value $17,740,324.

    13F-HR 0001140771-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 177,066 shares
    Change vs previous 13F +3,526 shares

    0.9% of the 13F portfolio, value $18,273,211.

    13F-HR 0001140771-25-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 173,540 shares
    Change vs previous 13F +2,808 shares

    0.78% of the 13F portfolio, value $16,071,539.

    13F-HR 0001080107-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 170,732 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $17,745,884.

    13F-HR 0001140771-24-000009 filed by DAVIDSON INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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