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Disclosery

Ethic Inc.: OTIS position timeline

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

Ethic Inc. held 42,463 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,463 shares
    Change vs previous 13F -3,602 shares

    0.04% of the 13F portfolio, value $3,040,321.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 46,065 shares
    Change vs previous 13F +2,828 shares

    0.06% of the 13F portfolio, value $3,550,673.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 43,237 shares
    Change vs previous 13F -3,812 shares

    0.06% of the 13F portfolio, value $3,776,779.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 47,049 shares
    Change vs previous 13F -4,808 shares

    0.07% of the 13F portfolio, value $4,301,660.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 51,857 shares
    Change vs previous 13F -16,545 shares

    0.09% of the 13F portfolio, value $5,061,235.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 68,402 shares
    Change vs previous 13F -5,459 shares

    0.14% of the 13F portfolio, value $7,117,880.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 73,861 shares
    Change vs previous 13F +2,622 shares

    0.14% of the 13F portfolio, value $6,840,293.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 71,239 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,071,906.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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