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Empowered Funds, LLC: OTIS position timeline

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

Empowered Funds, LLC held 72,123 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,123 shares
    Change vs previous 13F +6,583 shares

    0.03% of the 13F portfolio, value $5,164,007.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, LLC
    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 65,540 shares
    Change vs previous 13F +23,418 shares

    0.03% of the 13F portfolio, value $5,051,823.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 42,122 shares
    Change vs previous 13F +12,684 shares

    0.06% of the 13F portfolio, value $3,679,356.

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 29,438 shares
    Change vs previous 13F +19,542 shares

    0.03% of the 13F portfolio, value $2,691,516.

    13F-HR 0001592828-25-000013 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,896 shares
    Change vs previous 13F +908 shares

    0.01% of the 13F portfolio, value $979,902.

    13F-HR 0001592828-25-000009 filed by Empowered Funds, LLC
    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 8,988 shares
    Change vs previous 13F +857 shares

    0.01% of the 13F portfolio, value $927,561.

    13F-HR 0001592828-25-000006 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,131 shares
    Change vs previous 13F +845 shares

    0.01% of the 13F portfolio, value $753,012.

    13F-HR 0001592828-25-000001 filed by Empowered Funds, LLC
    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 7,286 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $757,307.

    13F-HR 0001572838-24-000015 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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