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First Affirmative Financial Network: OTIS position timeline

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

First Affirmative Financial Network held 2,666 OTIS shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 2,666 shares
    Change vs previous 13F -479 shares

    0.08% of the 13F portfolio, value $205,470.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 3,145 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $287,563.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,163 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $313,191.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 3,146 shares
    Change vs previous 13F -352 shares

    0.2% of the 13F portfolio, value $324,701.

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 3,498 shares
    Change vs previous 13F +73 shares

    0.19% of the 13F portfolio, value $323,973.

    13F-HR 0001656282-25-000001 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,425 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $356,024.

    13F-HR 0001656282-24-000010 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 3,423 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $329,488.

    13F-HR 0001656282-24-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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