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Disclosery

GREENLEAF TRUST: OTIS position timeline

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

GREENLEAF TRUST held 9,038 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,038 shares
    Change vs previous 13F -350 shares

    0.01% of the 13F portfolio, value $647,121.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 9,388 shares
    Change vs previous 13F +1,421 shares

    0.01% of the 13F portfolio, value $723,627.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    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 7,967 shares
    Change vs previous 13F -875 shares

    0.01% of the 13F portfolio, value $695,918.

    13F-HR 0001162170-26-000002 filed by GREENLEAF TRUST
    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 8,842 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $808,424.

    13F-HR 0001162170-25-000007 filed by GREENLEAF TRUST
    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 8,925 shares
    Change vs previous 13F -2,904 shares

    0.01% of the 13F portfolio, value $883,754.

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    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 11,829 shares
    Change vs previous 13F +1,348 shares

    0.01% of the 13F portfolio, value $1,220,753.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 10,481 shares
    Change vs previous 13F +333 shares

    0.01% of the 13F portfolio, value $970,645.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    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 10,148 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,054,783.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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