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Disclosery

Great Diamond Partners, LLC: OTIS position timeline

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

Great Diamond Partners, LLC held 3,118 OTIS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,118 shares
    Change vs previous 13F -276 shares

    0.03% of the 13F portfolio, value $200,550.

    13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,394 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $243,010.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, 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 3,394 shares
    Change vs previous 13F -53 shares

    0.05% of the 13F portfolio, value $261,610.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, 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 3,447 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $301,095.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, 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 3,447 shares
    Change vs previous 13F +300 shares

    0.06% of the 13F portfolio, value $315,159.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, 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 3,147 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $311,616.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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