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Farther Finance Advisors, LLC: OTIS position timeline

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

Farther Finance Advisors, LLC held 8,402 OTIS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,402 shares
    Change vs previous 13F +2,622 shares

    <0.01% of the 13F portfolio, value $540,400.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,780 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $414,214.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,797 shares
    Change vs previous 13F -711 shares

    <0.01% of the 13F portfolio, value $448,997.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,508 shares
    Change vs previous 13F +3,569 shares

    0.01% of the 13F portfolio, value $568,514.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,939 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $268,704.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,996 shares
    Change vs previous 13F +151 shares

    0.01% of the 13F portfolio, value $296,712.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,845 shares
    Change vs previous 13F +1,466 shares

    0.01% of the 13F portfolio, value $296,052.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,379 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,671.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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