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Disclosery

DAVIS-REA LTD.: OTIS position timeline

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

DAVIS-REA LTD. held 55,527 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,527 shares
    Change vs previous 13F +3,295 shares

    1.13% of the 13F portfolio, value $3,975,733.

    13F-HR 0001193125-26-331710 filed by DAVIS-REA LTD.
    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 52,232 shares
    Change vs previous 13F +4,658 shares

    1.05% of the 13F portfolio, value $4,026,043.

    13F-HR 0001193125-26-194528 filed by DAVIS-REA LTD.
    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 47,574 shares
    Change vs previous 13F +3,321 shares

    1.04% of the 13F portfolio, value $4,155,589.

    13F-HR 0001193125-26-027172 filed by DAVIS-REA LTD.
    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 44,253 shares
    Change vs previous 13F +1,278 shares

    0.98% of the 13F portfolio, value $4,046,052.

    13F-HR 0001193125-25-252871 filed by DAVIS-REA LTD.
    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 42,975 shares
    Change vs previous 13F -32 shares

    1.06% of the 13F portfolio, value $4,255,385.

    13F-HR 0000950123-25-006585 filed by DAVIS-REA LTD.
    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 43,007 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,438,322.

    13F-HR 0000950123-25-004101 filed by DAVIS-REA LTD.
    Filed (acceptance time not in the bulk data set), ingested

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