Fortune Financial Advisors, LLC: OTIS position timeline

Fortune Financial Advisors, LLC held 4,672 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,672 shares

   Change vs previous 13F +392 shares

   0.14% of the 13F portfolio, value $334,545.

   13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,280 shares

   Change vs previous 13F +452 shares

   0.17% of the 13F portfolio, value $329,879.

   13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,828 shares

   Change vs previous 13F +1 shares

   0.23% of the 13F portfolio, value $334,351.

   13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,827 shares

   Change vs previous 13F +3 shares

   0.26% of the 13F portfolio, value $349,903.

   13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,824 shares

   Change vs previous 13F +248 shares

   0.3% of the 13F portfolio, value $378,693.

   13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,576 shares

   Change vs previous 13F +2 shares

   0.32% of the 13F portfolio, value $369,049.

   13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,574 shares

   Change vs previous 13F +5 shares

   0.3% of the 13F portfolio, value $330,992.

   13F-HR 0001085146-25-000439 filed by Fortune Financial Advisors, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 3,569 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $370,957.

   13F-HR 0001085146-24-005118 filed by Fortune Financial Advisors, LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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