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Disclosery

Florida Trust Wealth Management Co: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Florida Trust Wealth Management Co on OTIS, newest first. How the timeline and the estimate are built.

Florida Trust Wealth Management Co held 9,731 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,731 shares
    Change vs previous 13F -268 shares

    0.02% of the 13F portfolio, value $696,739.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 9,999 shares
    Change vs previous 13F +127 shares

    0.02% of the 13F portfolio, value $770,722.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 9,872 shares
    Change vs previous 13F -191 shares

    0.02% of the 13F portfolio, value $862,320.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 10,063 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $920,060.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 10,163 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,006,341.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 10,163 shares
    Change vs previous 13F -1,306 shares

    0.03% of the 13F portfolio, value $1,048,822.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 11,469 shares
    Change vs previous 13F +385 shares

    0.03% of the 13F portfolio, value $1,062,144.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 11,084 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,152,071.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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