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Disclosery

EVOLVE PRIVATE WEALTH, LLC: OTIS position timeline

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

EVOLVE PRIVATE WEALTH, LLC held 4,510 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,510 shares
    Change vs previous 13F +4,510 shares

    0.02% of the 13F portfolio, value $322,916.

    13F-HR 0001951757-26-001250 filed by EVOLVE PRIVATE WEALTH, 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 0 shares
    Change vs previous 13F -4,594 shares

    13F-HR 0001951757-26-000621 filed by EVOLVE PRIVATE WEALTH, 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.

  3. period ended2025-12-31
    13F 4,594 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $401,277.

    13F-HR 0001951757-26-000467 filed by EVOLVE PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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