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Disclosery

Financial Advisory Group: OTIS position timeline

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

Financial Advisory Group held 3,711 OTIS shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 3,711 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $368,391.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 3,711 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $332,023.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 3,711 shares
    Change vs previous 13F -94 shares

    0.06% of the 13F portfolio, value $298,030.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 3,805 shares
    Change vs previous 13F -150 shares

    0.07% of the 13F portfolio, value $338,683.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 3,955 shares
    Change vs previous 13F -513 shares

    0.07% of the 13F portfolio, value $333,802.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 4,468 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $350,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 4,468 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $285,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 4,468 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $316,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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