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Disclosery

DONALDSON CAPITAL MANAGEMENT, LLC: OTIS position timeline

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

DONALDSON CAPITAL MANAGEMENT, LLC held 0 OTIS shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,309 shares

    13F-HR 0001487438-26-000003 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    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 2,309 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $201,691.

    13F-HR 0001487438-26-000001 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,309 shares
    Change vs previous 13F -79 shares

    0.01% of the 13F portfolio, value $211,112.

    13F-HR 0001487438-25-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,388 shares
    Change vs previous 13F -202 shares

    0.01% of the 13F portfolio, value $236,460.

    13F-HR 0001487438-25-000004 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,590 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $267,261.

    13F-HR 0001487438-25-000001 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,646 shares
    Change vs previous 13F -562 shares

    0.01% of the 13F portfolio, value $245,046.

    13F-HR 0002035219-25-000003 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,208 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,440.

    13F-HR 0001487438-24-000005 filed by DONALDSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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