DEFINED WEALTH MANAGEMENT, LLC: OTIS position timeline

DEFINED WEALTH MANAGEMENT, LLC held 0 OTIS shares at 2026-03-31 per its 13F-HR filed 2026-04-17.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -3,337 shares

   13F-HR 0001849518-26-000004 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 3,337 shares

   Change vs previous 13F -1 shares

   0.17% of the 13F portfolio, value $291,487.

   13F-HR 0001849518-26-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 3,338 shares

   Change vs previous 13F -22 shares

   0.18% of the 13F portfolio, value $305,193.

   13F-HR 0001849518-25-000007 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 3,360 shares

   Change vs previous 13F +8 shares

   0.21% of the 13F portfolio, value $332,707.

   13F-HR 0001831193-25-000006 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 3,352 shares

   Change vs previous 13F +10 shares

   0.23% of the 13F portfolio, value $345,926.

   13F-HR 0001849518-25-000003 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 3,342 shares

   Change vs previous 13F +2 shares

   0.21% of the 13F portfolio, value $309,503.

   13F-HR 0001849518-25-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 3,340 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $347,160.

   13F-HR 0001975550-24-000010 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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