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Disclosery

Douglas Lane & Associates, LLC: OTIS position timeline

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

Douglas Lane & Associates, LLC held 0 OTIS shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,308 shares

    13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, 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 2,308 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $201,604.

    13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, 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 2,248 shares
    Change vs previous 13F -340 shares

    <0.01% of the 13F portfolio, value $205,535.

    13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, 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 2,588 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $256,264.

    13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, 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 2,754 shares
    Change vs previous 13F -71 shares

    <0.01% of the 13F portfolio, value $284,213.

    13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, 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 2,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,623.

    13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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